generative AI

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Dec 27, 2025 by Michael Mignano · across every show →

Everything said about generative AI, oldest first

Dec 27, 2025 positive
Insight
Mignano: AI music creators consuming their own output forms a viable business
“What a belief they had very, very early on, which I would characterize as super creative to both believe this and then pursue it, was that actually in the future, AI is going to make it so easy to create and such a personal experience to create. That these peo…”
Michael Mignano Dec 27, 2025 ▶ 18:34 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Apr 1, 2026 bullish
Prediction Not checkable as stated
Baszucki: Users will design game worlds by talking rather than 3D tools
“Users are going to be more and more designing in game, designing clothing, designing their own worlds by talking about it, not by using three D tools.”
David Baszucki Apr 1, 2026 ▶ 13:20 How Roblox Turned Game Developers Into $1.3M+ Earners · Sourcery with Molly O'Shea
Aug 14, 2026 neutral
Insight
Foroughi: AI cannot yet autonomously generate high-performing long video ads
“It's not at a place where you're just going to get a massive amount of inflow of advertisements that are diverse and creatively inspired and going to create lifts and campaigns, but their tools are available now so that humans can create ads much faster and mu…”
Adam Foroughi Aug 14, 2026 ▶ 45:10 Inside AppLovin’s $100B Ad Engine
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