AI industry
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 2, 2025 by Leigh Marie Braswell · across every show →
Everything said about AI industry, oldest first
May 2, 2025 bullish
Braswell: AI founder momentum and tailwinds surpass 2021 tech boom
“I just like never experienced, even back in 20, 21, when there was like a very high deal volume, like I've never experienced so many smart people like wanting to become founders and like the sort of like why now and like the tailwinds being so like real. And I…”
Jun 15, 2026 negative
Zhao: Imminent AGI predictions create a "boy who cried wolf" dynamic
“I mean, I think generally the AI world has An issue around, like, expectations versus delivery of the I think when we have these very dramatic statements about white collar go work going away or you know, we will see, we will have AGI by 20 and 27. Like, I thi…”
Jul 19, 2026 bearish
Younis: AI Industry Is in an Opulent Bubble and a Pullback Is Coming
“The cost structure that we're currently seeing from whether it's from how much we spend on model training and development to employees to where we're at that phase of the bubble where it's like, you know, like the, all the opulence in the companies is what peo…”