AI tools
4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Mar 9, 2026 by Alfred Lin · across every show →
Everything said about AI tools, oldest first
Mar 9, 2026 bullish
Alfred Lin: AI market is not zero-sum because intelligence generates revenue
“Our view is that it's not a zero sum game. And part of that is, there is really no price on intelligence. You, if you're more intelligent, if your system is more intelligent, if your product is more intelligent, is your company more intelligent and makes bette…”
Mar 17, 2026 bullish
AI-native new graduates will 10x output and displace older workers
“I actually think most of those people, most of the new grads, they're gonna be so good at using those AI tools. They're gonna put all the people that are in the older range out of business and be able to do tenx more just by having lived through, like, this re…”
Apr 6, 2026 positive
Ludwig: AI proficiency is replacing software engineering domain specialization
“I think the, it's becoming a little bit less important now to be, let's say, a specialist software engineer in a given field, because The AI tools, they can turn you into a specialist much more quickly, but you need to be an expert in the AI tool use itself, a…”
Aug 14, 2026 bullish
Gio: AppLovin is developing fully automated AI ad creative generation
“We have to create a tool that can fully automate everything. The other choice is you just create a tool that allows advertisers to interact with, to allow them to collaborate with the AI tool to create their own content. So right now we see that the second typ…”