AI
12 statements across 11 episodes · 6 bullish · 5 bearish · 11 people on the record · first statement Sep 19, 2024 by Nico Ginan · across every show →
Everything said about AI, oldest first
Sep 19, 2024 bearish
Ginan: AI startups cannot pause development without risking losing everything
“Since it's AI, AI moves super fast. So within a few months you get new competitors and stuff like that. So it's not possible to just Do nothing when you have something in AI, in my opinion, just too much stress. So that's one of the major reasons that I wanted…”
Sep 25, 2024 negative
Mark Givko argues AI should not ghostwrite social media in your voice
“The AI, the automation tool, will interact with social media on your behalf, but not to the point where it begins to write in your voice. I believe that's bad. You should be the one posting content on social media, but you should limit the amount of content yo…”
Nov 20, 2024 negative
Ian Blair: College is increasingly irrelevant due to AI and YouTube
“I think, you know, college is just less and less relevant today. You know, I don't think it's getting any better with you know, AI and just how much you know, the knowledge is essentially just democratized on the internet. You can learn anything on YouTube at …”
Mar 25, 2025 positive
Cooke: Non-technical founders should prototype clickable MVPs with AI before hiring developers
“If I was a non-technical founder now, first of all, I would try to build like a very basic MVP. With AI, it's not always possible because it can't do everything, but definitely I would build a very basic version of the MVP, get it working, like at least clicka…”
May 20, 2025 bearish
Oct 9, 2025 bullish
Nov 11, 2025 bullish
Tinsley: SaaS Is Undervalued Due to Market Overreaction to AI
“So right now, I think, is a great time to buy businesses, because I think that, generally, SaaS is undervalued in the marketplace, basically, because AI, SaaS multiples have swung too far to one side, and so there is a bit of a pricing inefficiency there”
Nov 11, 2025 positive
Tinsley: Founders can roll up micro-SaaS businesses to profitability with zero capital
“I think you can do a bunch of micro roll-offs where you can pay out small amounts of cash and gold equity. And I think that's there all day, every day. I could roll up, you know, a couple 100,000, you know, in a month, basically, I think at least two or three …”
Mar 31, 2026 bullish
Graber: AI Disruption Makes Design and Branding More Critical Over Next Decade
“But I think going into 20, 26, just the next five, 10 years with AI, which we could discuss and how that's how that's causing chaos in the agency world, like brand branding, thought leadership, showing up to your audience with something that's like clear and c…”
Apr 7, 2026 bullish
Jun 18, 2026 neutral
Manthani: Retrofitting AI into legacy workflows yields only 10-20% improvement
“A lot of companies today, when they say they're using AI, they're trying to just add AI to existing processes and workflows. And, yes, it is helpful. It gives you, let's say, 10, 20% improvement in your process. But, you know, the real things that need to be d…”