Alex Kolicich
7 statements across 2 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Mar 3, 2024 by Alex Kolicich · said 2 times in 1 episodes since 2024 · across every show →
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Everything said about Alex Kolicich, oldest first
Mar 3, 2024 neutral
Kolicich: Software incumbents hold the advantage over thin AI wrapper startups
“Incumbents have the advantage. Where in most cases, you are a thin layer on top of open AI and that's okay. And in that case, if you have distribution to users and you make that value transparent to them, you already hold their data. That's going to be a great…”
Mar 3, 2024 neutral
Mar 3, 2024 negative
Kolicich: LLMs won't collapse vertical software pricing to zero
“And just the process of defining that software system such that an LLM can generate it would cost you hundreds of thousands of dollars. And so even if it were free to generate a new software system, you would probably still use one of the incumbents as long as…”
Mar 3, 2024 bullish
Kolicich: AI will automate back-office paper pushing over software development
“I think you'll see a lot more deployment in back office jobs at industrials or any vertical Industry, you know, I mean, even if you look at healthcare, on the RCO side, there's like faxes and people faxing papers all over, like, the world still runs a lot of p…”
Mar 3, 2024 bearish
Kolicich: Expect an AI crash and market retrenchment within two years
“I believe in two years where everyone's gonna say, oh, you know, we thought it would solve everything and it's all a very limited number of use cases. It's complete hype. And, you know, we'll probably see a bit of a crash and we'll see a retrenchment in AI.”
Oct 11, 2024 positive
Mega-check foundation model investors have largely avoided write-offs via returned capital
“If you're an AI investor doing very big checks and foundation model up, foundation model layer up, you haven't really had many write offs. You've in your losers, or I wouldn't say losers in the companies that haven't broken out, you've made your money back.”
Oct 11, 2024 bullish
Institutional buyers will emerge for $500M single-position venture fund secondaries
“I think there's a big opportunity for someone to come in and say, Hey, I'll take this position. I know it's good. I'll, you know, buy half a billion dollars worth of it at some slight discount. That's a gap that doesn't exist in the market today, but I think s…”