industry

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jun 6, 2024 by Tengyu Ma · across every show →

Everything said about industry, oldest first

Jun 6, 2024
Insight
Ma: Academic AI Labs Should Avoid Competing on Model Scaling
“My view is that I think academia probably should work on some different questions from what industry is good at, right? So if we are just only working on how to scale up the system, then obviously the incentive is not right. The, we don't have enough capital t…”
Tengyu Ma Jun 6, 2024 ▶ 33:19 No Priors Ep. 67 | With Voyage AI Co-Founder and CEO
Jun 4, 2026 neutral
Insight
Nadella: Hyperscalers will lose permission to build data centers without community benefits
“Unless we as an industry are very principled about ensuring That the benefits of all the stuff we're talking about are felt in real ways at the community level... Then we will have permission. If it is not, we won't have permission.”
Satya Nadella Jun 4, 2026 ▶ 35:13 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
Aug 6, 2026 bullish
Prediction Not checkable as stated
Guo: AI Industry Will Consume All Available Compute and Power
“I think we are going to, like, as an industry consume all of the compute and power available. Whatever the underlying architectures.”
Sarah Guo Aug 6, 2026 ▶ 33:13 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
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