AI companies

“Aggregate capex on AI hardware. It's like vastly out exceeding revenue generated by AI companies in the actual deployment of AI.”

“A lot of AI companies are now doing very tight verticals for good reason, because they have, you know, they have tighter context around what they can do with AI. And we love that, but it may not be the best strategy to reproduce those kinds of results.”

“In the first half, according to NVCA, 67% of all dollars went into AI companies.”

“I think it's going to be 90% in a year.”

“In probably two or three years, we will not call them AI companies. Just the same way that internet companies over time, yeah, there were native internet companies, but over time, every company became an internet company. Every company became a mobile company.”

“Maybe more AI companies should be going public because there's clearly a lot of demand for it. And if you're a public market, you know, if you're a public investor, a public market investor, a retail investor, you don't really have a lot of choices, right? You…”

“Carta just put out recent data in their fund performance report, and series A's are getting a 30% premium. What do they attribute that to? AI. So, AI companies get a 30% premium versus non-AI companies.”

“I think the SpaceX IPO will actually help all private companies this year, including the AI companies, just because it creates a lot of liquidity, and it draws a lot of capital, you know, into tech, and, you know, people are gonna, like, it's, it will just cre…”

“Most of the AI companies we talk to, they have no real understanding of like what is real deep operations, and how do you actually function across like 150 countries and like makes making things actually work.”

“And I think if any of the AI companies have been public, they would have been getting decimated.”

“I think the AI companies They've been a little bit, Like, first, there's too much fear mongering, right? Like, this is going to take everyone's jobs, and you should come regulate us, and I don't think that's helpful or necessary.”

“When you hear about all these companies, and you hear about all of these businesses that are going not like, you know, one to three to nine to 20, like they used to, but are going one to 20 to a hundred, or one to 30 to 300, all of that can be traced back to t…”

“There's going to kind of be like a black hole and suck it all up. Which I'm sure that that's not going to be what ends up happening. I think that they're all going to get a lot smarter than that. And I think most don't even want to do that in the first place”

“In database world, when I was at Oracle, the most expensive person you can get is called Oracle DBA, database administrator, and they were the most expensive people that you have to hire when you're running Oracle, and now These AI companies are saying, we don…”