AI
also referred to as: ais · artificial intelligence
181 statements across 99 episodes · 112 bullish · 38 bearish · 50 people on the record · first statement Jan 11, 2022 by Scott Belsky · across every show →
Everything said about AI, oldest first
Jan 11, 2022 bullish
Belsky: Creativity is the new productivity as automation commoditizes mere speed
“Creativity is the new productivity. You know, we're going to stand out increasingly in our work. And on social media and on any other thing that's, you know, amplifying our opportunity stream through our creativity, you know, it's not about doing things faster…”
Jan 11, 2022 bullish
Belsky: AI recommendations will cause consumers to abandon the concept of favorites
“And so, you know, that for music, that for travel, that for restaurants, that for whatever, like, maybe we're all gonna vastly increase the surface area of our exposure to stuff we like, and in some ways, like, abandon the concept of favorites altogether.”
Jan 11, 2022 bullish
Bloom: Passive AI recommendations will actively increase overall societal happiness
“And part of me thinks that there's actually like a increase in overall societal happiness from having things that we love surface to us without us actually doing it. And this is like an unlock for that. If you actually have AI that suddenly is able to, maybe n…”
Jan 14, 2022 neutral
Jun 2, 2022 positive
Josh Wolfe: Modern AI research will help unlock human consciousness mysteries
“I think we are going to learn more about human consciousness as we interrogate the systems and try to understand how much of the modern approaches in an AI are working to sense, make models, make predictions on those models, iterate and learn.
And I think that…”
Nov 17, 2022 neutral
Nov 30, 2022 bearish
Nov 30, 2022 positive
Tossell: AI and no-code share one goal—democratizing software development
“And I think it's even as prominent today as it was then. I just think even with all this AI stuff, I think they're all actually connected and it's all to do with democratization of software development, like doing more with software without needing to be techn…”
Nov 30, 2022 bullish
Nov 30, 2022 neutral
Nov 30, 2022 neutral
Nov 30, 2022 bullish
Tossell: AI will automate end-to-end ad copy, imagery, and performance optimization
“You could even have ads being optimized, like AI could be writing the copy and showing and generating image and then all of a sudden it'll swap and change a few things and it'll see what that CTI was much better. Let's go with this one. And then they just opti…”
Dec 15, 2022 bullish
Rief: AI will make top copywriters significantly more valuable
“I think the second thing is it only makes great copywriting more important. It makes great, great copywriting super unique. And I think it's going to make the best copywriters worth so much more because when there's more content out there and there's more cont…”
Jan 5, 2023 bullish
Jan 13, 2023 bearish
Lavingia: AI investors may make almost no money over the next decade
“I could a hundred percent see that like 10 years from now, there's no way to make money in AI, right? Like basically nobody made any money on AI. All the returns basically just went to, you know, whoever like basically gets attention so that they can monetize …”
Jan 13, 2023 negative
Jan 13, 2023 positive
Lavingia: Software engineering is the top job being automated by AI
“People think all of these other jobs are getting automated away, but the number one job that's getting automated away is actually the software engineering job, right? Like why is software engineering such a valuable skill? It's because we've automated the crap…”
Jan 13, 2023 bearish
Jan 13, 2023 neutral
Lavingia: AI is a gradual automation continuum, not a step function
“I don't think it's as notable as people it's, I don't think it's a step function increase. For example, I think we've been basically seeing this gradual thing happening, which is we take work that is valuable, but wrote and automate it.”
Jan 13, 2023 neutral
Lavingia: AI's primary missing capability is evaluating truth in training data
“And I think the number one thing that's missing is basically discrimination, where right now you basically get all this data and you just, You know, you use that data to, but you, like, currently the AI doesn't get a choice of, like, did I learn the, is this a…”
Feb 9, 2023 bullish
Postma: Shutterstock Could Replace All Its Photographers With AI by 2025
“But I think someone is probably Shutterstock is going to do this really well because they have like the whole database of photos, right? They could literally, I think in two years, put all their photographers out of a job and just have an AI generate the photo…”
Feb 9, 2023 bearish
Postma: Social Media Will Die in Five Years Due to AI
“I'm pretty sure. Like I think social media, how we know it is going to be dead in five years because everything is going to be fake. So either people are going to love it or no one's going to use it because it's going to be a black forest effect.”
Feb 16, 2023 bearish
Feb 16, 2023 bullish
Spartz: In every domain, AI will evolve from tool to boss
“So in every domain, like AI starts off as a tool and then it goes up through the four levels. And so that's the thing to keep an eye on, is like, in, in your industry, if AI is starting off as a tool right now, eventually it'll become an assistant, then it'll …”
Feb 16, 2023 neutral
Feb 16, 2023 bearish
Feb 16, 2023 bullish
Spartz: AI has entered double exponential growth via self-generated training data
“Basically it was linear from, like, 1960 to, like, 2012, then it was exponential in 2012 till today, and now it's going double exponential. That's a big deal, because now it's exponential. It's, there's an exponent on top of the exponent. So before, we only ha…”
Feb 16, 2023 neutral
Spartz: The defining economic impact of AI is zero-cost content creation
“Internet one point oh changed the world by bringing distribution cost to zero. Like, you could argue that was the single most important thing that the internet did, was it brought distribution cost to zero. And you could argue the single most important thing t…”
Feb 16, 2023 bullish
Spartz: A large percentage of future influencers and relationships will be AI
“In a world where all the influencers are, you know, AI, they're not human anymore, or, like, a large percentage of them, rather, are AI influencers. A large percentage of all relationships online become with AIs because the AI can be tailored.”
Feb 16, 2023
Mar 30, 2023 bearish
Rogenmoser: AI media cannot replace the human connection on Instagram
“I don't know if just pumping out a bunch of like super cool images is, is a replacement for Instagram and knowing what your friends are doing and knowing what that, you know, knowing what Beyonce is doing and like, you know, I think you're getting something ou…”
Mar 30, 2023 bullish
Rogenmoser: Incumbents must rebuild products from scratch or face disruption
“Like over the next five years, you gotta go back to first principles and think, you know, is this really the best way to do this at all given the new technology? And I think sometimes it will be and like slapping it on. Will work. I think many times it's going…”
Apr 20, 2023 bearish
Isenberg: Incumbents like Amazon hold an unfair AI advantage over startups
“Some of the bigger retailers and e-commerce players like the Amazons of the world have so much more data that they actually have an unfair advantage
If they want to go down this route, because you could get into a situation where, you know, your Carly bot oper…”
Apr 20, 2023 bullish
Apr 27, 2023 negative
May 18, 2023 bullish
Nickson: Users will soon generate custom software, games, and entertainment on demand
“What I think is going to happen, and I made a video about it today, actually, I just posted it, but like you are going to be able to generate anything that you want, enter any entertainment medium that you want. Curated to your taste. So like, yeah, maybe, may…”
May 18, 2023 positive
May 18, 2023 bullish
Nov 16, 2023 positive
Nov 16, 2023 negative
Dec 14, 2023
Dec 14, 2023 bullish
Dec 14, 2023 positive
Ries: AI wrapper startups are not inherently bad businesses
“Many of these rapper startups are dimes in front of the steamroller type businesses. And the key to the parable is it's not bad. People are acting like rapper startups are bad. It's not bad. Just, you have to really understand the strategic situation that you …”
Dec 14, 2023 bearish
Ries: Google's core search engine business is on the brink of collapse
“Listen, Google's on the brink of collapse. You know, obviously they have many other lines of business. I'm sure it'll be fine. But like the search engine is extremely vulnerable now. And obviously with AI on the rise, like people are really worried about what'…”
Dec 14, 2023 bullish
Ries: AI lets non-tech businesses bypass the SaaS deployment era entirely
“Once you know the technology well enough to be able to predict the effects it will have on a given business, then it's just very clear that we're living in a time of tremendous arbitrage where tech non-enabled businesses can become quickly AI-enabled. Skip, in…”
Jan 11, 2024 neutral
Jan 25, 2024 neutral
Feb 21, 2024 bullish
Apr 12, 2024 bullish
Kevin Rose predicts AI will allow interactive conversations with podcast hosts
“There's no doubt in my mind
That we go out and we train you know, all of AI on people's previous podcasts.
So let's say I'm listening to the Tim Ferriss show.
You could go in and say, I'm going to take that back catalog of 200 and some episodes, train on that …”
Apr 18, 2024 bullish
Isenberg: AI auto-formatting will make manual formatting obsolete
“And I think the future of content creation tools and productivity tools, Is the machine should know what you're thinking and should automatically format things like formatting will be a thing of the past. It'll auto format things for you.”
May 10, 2024 positive
AI's real magic lies in structuring unstructured data, not generating content
“And I think that this is like actually where AI is the most effective. It's like taking unstructured data and structuring it. That's when the magic happens, right? Like I don't care about generative AI from like nothing to something.”
May 22, 2024 negative
May 22, 2024 bullish
Jun 12, 2024 bullish
Jun 24, 2024 bullish
Jul 17, 2024 bullish
Jul 22, 2024 positive
Rubin: AI will force online identity and credential verification within 10 years
“And with AI, like in 10 years from now, it's going to be really important to know, is this person on the other side really did what they do, or do they really have the same amount of, you know, podcast listeners? Do they actually live in Miami? Did they actual…”
Jul 22, 2024 bullish
Rubin: Value of genuine human access will surge alongside AI clones
“So I actually think that actually having time with Greg one-on-one with Greg Geisenberg one-on-one or online, but with the real Greg, it's going to grow exponentially higher when the image and replication of Greg through AI is going, you know, thousand X.”
Aug 5, 2024 bearish
Postma predicts programmatic AI SEO directories will become saturated within two years
“And this is probably not even going to work in two years in the world. Cause all these niches are going to be found. They're going to be filled in by people just doing all these things. Cause it's all highly automated, right?”
Aug 7, 2024 positive
Louis-Lucas: AI curation makes inbound creator sponsorship pages viable for brands
“I think the hardest, like the hardest to do here is creation and moderation, because obviously you would have like a chunk creators, like shitty creators applying, but if you find a way to use AI in a good way to rank sort and grades, the creators coming in, y…”
Aug 7, 2024 bullish
Aug 7, 2024 bullish
Louis-Lucas: Prompted LLMs will convincingly mimic human emotions and errors
“Even without better LLMs. But with proper context and prep proper instruction, I don't see how you would not have a better system that would reply exactly like Jesus said that the key thing is to have like a human touch, human emotions, and errors. Like you ha…”
Aug 12, 2024 bearish
Aug 12, 2024 neutral
Aug 23, 2024 negative
Isenberg: Mentioning AI in product descriptions reduces consumer purchase intent
“A new study suggests artificial intelligence and product descriptions lowers purchase intent with implications not only for brands integrating AI, but of the wider category challenges of the technology faces, it has become widespread.”
Sep 1, 2024 positive
Sep 1, 2024 positive
Brown: Non-coders can build complex apps with 15 hours of AI practice
“If you have the grit to push through the errors, because there's a lot of errors once you start dealing with databases, but usually Claude will figure it out, and the more times you do it, the better you will be at, like, fixing those errors, and you get bette…”
Sep 1, 2024 positive
Sep 1, 2024 positive
Sep 1, 2024 positive
Sep 6, 2024 positive
Sep 6, 2024 bullish
Nanda: Prompting AI is faster than manual coding despite ten years experience
“I could have gone there and like edited the code myself or could have written this whole app myself. I've been coding for almost 10 years now, but it's still faster for me to Just prompt AI and tell it what to do and get me to a point where I'm here.”
Sep 6, 2024 positive
Brown: Break AI failure loops by scrapping changes and expanding context
“After, I actually, yeah, I get, I start re, like, reiterating things.
A lot more once you get into these failure loops.
and it's really good.
The cadence he has right now where it's like he tries four or five times, he scraps the changes, starts again from li…”
Sep 25, 2024 negative
Oct 7, 2024 positive
Oct 7, 2024 bullish
Oct 30, 2024 positive
Mix: Businesses underutilize content repurposing in mid-funnel email sequences
“Sending email with welcome sequences, newsletters, surveys, repurposing your media and content via email, I think is a place that people really don't squeeze the juice. Like they have all of this content. It could be repackaged, especially in a world of AI whe…”
Nov 8, 2024
Simons: Break AI coding prompts into small tasks to easily roll back errors
“If you tell the AI to do like a ton of different things and it does a lot of them right, but then one of them wrong, then you don't want to roll back, but you know, that's the only, you're gonna have to manually change the code yourself. So that's the benefit …”
Nov 11, 2024 bullish
Coogan: AI Cybersecurity Is an Uncorrelated Way to Index on AI Growth
“I think there's something interesting and uncorrelated about doing cybersecurity for artificial intelligence companies where you could be indexed to the growth of artificial intelligence without directly needing, you know, some next benchmark to hit and you're…”
Nov 15, 2024 positive
Dec 2, 2024 positive
Omar Chowdhury: AI can generate full recipe pages and schema in one minute
“It turns out AI can write your whole schema for you, and you can plug it into your site, and I really, you can break this down to where I have it now, where I can just type in the name of a restaurant and a, you know, recipe or a menu item. I could type in lik…”
Dec 9, 2024 bullish
Dec 9, 2024 negative
Dec 9, 2024 negative
Shipper: CliffsNotes and SparkNotes are outdated and their market is captureable
“And I think one, there's tons and tons and tons and tons of students that, like, need to, like, read this for school. And there are all these, like, sites like CliffsNotes or whatever, or SparkNotes that, like, are just so last generation. And I think that mar…”
Dec 9, 2024
Shipper: AI makes storytelling viable in previously uneconomic domains
“The thing that is true about this Wave of AI is it's taking storytelling and it's making it way cheaper than it has ever been before. And I don't think that that replaces professional storytellers, but what it does is it allows you to tell stories in places th…”
Jan 15, 2025
Jan 20, 2025 bearish
Jan 20, 2025
Cole: AI cannot automate tasks users do not already understand
“People expect AI to automate and do things that they don't understand how to do themselves. And so it is worth recognizing that, you know, AI is not a silver bullet. On some level, you do have to have a baseline understanding of how the thing is supposed to wo…”
Jan 20, 2025 positive
Feb 3, 2025 positive
Azut: AI-era software choice depends on founder worldview, not pure utility
“I genuinely think that the motivation and the vision and the intention behind something is something you can't fake. It's a little bit woo woo. It's a little bit wishy washy, but I think that's how people make decisions. It matters. Like, why are you building …”
Feb 3, 2025 bullish
Feb 3, 2025 bullish
Azut: Skilled trades will gain status and prove safer than white-collar work
“What AI is doing is it's automating a lot of white collar jobs. And so I think a lot of like trade jobs where there used to be a lot of stigma around, like, you don't want to do trade jobs. It's not perceived as like a status job. It's actually going to be the…”
Feb 3, 2025 bearish
Feb 3, 2025 negative
Isenberg: Lean Startup landing page validation no longer works in AI era
“The lean startup by Eric Ries talks about how you don't need to actually build anything. You can put a landing page, you can send traffic to it. And based on that, you know, you can figure out what to build. I don't think that works anymore. I think that it's …”
Feb 3, 2025 positive
Isenberg: Founders should unbundle big visions into viral micro-startups
“The future of building startups is not by building a startup. It's by building a micro startup. So the old way of building a startup was You had this big idea, and you went and go built this big idea, and you iterated your way to product market fit. But I actu…”
Feb 3, 2025 neutral
Feb 15, 2025 bullish
Kilpatrick: Combining Existing APIs with AI Unlocks Viable SaaS Businesses
“What happens if you take five random different products, and you bring them all together, and you put AI in the middle? Like, that's actually, like, a real business all of a sudden. And the amount of work to do that is, like, actually pretty pretty small relat…”
Feb 17, 2025 positive
Feb 24, 2025 negative
Jake Knapp: Relying on AI for Ideation Weakens Founder Conviction
“Like if you, I feel like if you rely on it to do the thinking for you will miss, you know, God, honestly, even if it does come up with a great thing, not stepping through and processing it yourself, I think it's hard to have the motivation to the, and the conv…”
Feb 25, 2025 positive
Finn: Converting viral memes into AI micro-apps is an untapped growth frontier
“So I think there truly is something to taking viral moments in time, turning them into experiences with AI and like garnering attention that way. There's something truly there. And I don't think a lot of business owners and entrepreneurs and indie hackers are …”
Mar 21, 2025 negative
Mar 24, 2025 neutral
Mar 26, 2025 positive
Isenberg: AI agents can replace expensive specialized teams tracking regulatory changes
“What used to cost a lot of money to go in you know, hire a team, specialized team who understands all these regulatory changes. Now you can just use something like Manus to actually go and figure all these stuff, this stuff out.”
Apr 2, 2025 negative
Apr 9, 2025 bearish
Apr 9, 2025 positive
Isenberg: Rebuilding proven apps with AI-first interfaces is a winning strategy
“Really smart strategy is to rebuild traditional products with AI as your unfair advantage. Hiding the complexity behind familiar interfaces. I was actually thinking about mobile apps when I wrote this. Basically, just look at proven apps that have no AI, Make …”
Apr 9, 2025 bullish
Apr 9, 2025 bullish
Apr 9, 2025 bullish
Apr 9, 2025 bullish
Apr 9, 2025 bullish
Apr 16, 2025 bearish
Apr 18, 2025 positive
May 12, 2025 positive
Isenberg: Billion-dollar AI solo founders act as editors, not individual contributors
“An editor of a newspaper doesn't write a lot of the actual articles. Like, basically, you have a bunch of journalists that are giving you all these articles, and as the editor, you're like, this is good, this is bad. Double down on this. You know what? Go rese…”
May 12, 2025 positive
Isenberg: AI founders must act like Rick Rubin, curating generated ideas
“That's how everyone needs to be in front of their AI tools, is no matter what niche you are, You have to be like, okay, I'm gonna get, I'm gonna use these tools, and I'm just gonna be getting a bunch of really interesting ideas from it, and then I'm gonna say,…”
May 12, 2025 neutral
Isenberg: CEOs are privately using AI to downsize, despite public denials
“I actually think that we should be real about that because I think a lot of people say that it's not about downsizing, ah, it's not about downsizing, but like from the CEOs I speak to, I mean, they're looking to get more done. With the same or smaller team.”
Jun 9, 2025 neutral
Meng To: Taste is what makes humans unique from AI
“So I think there's such a problem right now with AI creating generic content and creating a generic designs. And I think what do you need to learn is how to do it with taste because ultimately it is that's what makes us a human and unique from AI.”
Jun 23, 2025 bullish
Brown: Curating example databases for AI context is a major startup opportunity
“And so, in terms of, like, a, in terms of business ideas, some of the best business ideas might literally come from collecting good examples. I mean, look at this example, right? Like, AI never gave me good hooks until I created this little hooks database, so …”
Jun 25, 2025 positive
Jul 23, 2025 neutral
Jul 28, 2025 positive
Aug 4, 2025 positive
James: Local SEO keyword research only requires asking AI for keywords
“You don't need to worry about like all this different, like volume and you know, keyword metrics and competition level and stuff like that. I think a lot of people get hung up on it. So just want to clarify that all you have to do is ask AI what keywords you s…”
Aug 4, 2025 positive
James: True alpha in AI comes from domain expertise, not vibe coding
“Like, I think the biggest gap that I see with AI is people don't know the question to ask, you know, and that's where the vertical expertise comes in. So that's really the gap and it's also the opportunity, you know? So finding out what questions you should as…”
Aug 4, 2025 positive
James: AI-researched content helps local businesses outrank boring competitors
“Typically if you're in a boring market, The competitors are not going super deep and getting all this information integrated into their site. It's your opportunity to use AI to do additional research and, you know, build out more information that, you know, se…”
Aug 7, 2025 bullish
Sep 8, 2025 negative
Cheung: AI Exaggerates And Ultimately Fails At Delivering Authentic Human Insight
“The insight part, AI sucks at giving like human insight and experience, comparing certain things to like other models, for example, and just like tweaking up little things that just don't seem right. Like, Claude likes to exaggerate a lot. Like I say, like wor…”
Sep 8, 2025 positive
Cheung: Co-editing with AI increases editing time but produces superior content
“It actually takes more time to edit with AI as a co-editor, but your content gets so good. Because it's trained on your best writing and you're just going to find these small details that you wouldn't have otherwise seen.”
Sep 8, 2025 bullish
Sep 24, 2025 bullish
Sep 24, 2025 bullish
Sep 24, 2025 positive
Oct 3, 2025 positive
Oct 3, 2025 positive
Simons: Conversational voice AI eliminates the friction of diet tracking apps
“This is a good example of just an app that a lot of people need and I think it would be really hard to do on your own. Like, I've done this, so if you try and, you know, track your dieting, whatever have you, I think the inclusion of AI, whether we can just ta…”
Oct 3, 2025 bullish
Oct 20, 2025 bullish
Courtney: Doing the exact opposite of AI trends is a massive opportunity
“I think that there's a massive opportunity or lots of massive opportunities to take a look at what's happening in the AI space, the social media space, the content space, just go the opposite way. And you're going to find that a lot of people want exactly that…”
Oct 22, 2025 bullish
Roberto Nixon: Builders Can Create 7-Figure Internet Businesses in 24 Months
“I truly believe that if you're listening today, you can productize yourself, just literally take your expertise, your knowledge, your interests, your passions, what, you know, what you're good at, what you love, and you can package that up into a really, reall…”
Oct 22, 2025 bullish
Oct 22, 2025 bearish
Nov 10, 2025 neutral
Nov 24, 2025 positive
Dec 3, 2025 positive
Profitable AI apps require identity, urgency, high stakes, and repetition
“The niche that they that, you know, a niche works when it has an identity. It has, you know, collectors or professionals church goers. Urgency, I need an answer now. Stakes, money, reputation, time, and repetition. Same job to be done weekly and daily. If the …”
Dec 3, 2025 positive
Dec 10, 2025 positive
Dec 10, 2025 positive
Dec 17, 2025 positive
Jan 12, 2026 negative
Jan 16, 2026 positive
Thompson: AI should provide an 80% head start, not final output
“Cause I am very rarely trying to get a final output out of AI. I need like, I want like an 80% head start, right? So it's like, I'll grab these and be like, all right, like that's cool. And then I'll edit this stuff a little bit more.”
Jan 19, 2026 negative
Feb 2, 2026 negative
Kevin Rose: Vector Clustering Detects Undisclosed and Illegal Paid News Sponsorships
“I can detect when something is a paid sponsorship, even when sometimes people aren't calling it out as such, which is like really scary and illegal, because I will see, I can detect the similarity and distance difference between the vectors of the published co…”
Feb 2, 2026 bullish
Kevin Rose: Building Custom Personal Apps Will Become Norm Within Six Months
“If there's a workout app that you don't like because the buttons placement doesn't do it for you or doesn't track one key core metric, like you just build your own. Right. And like, that's going to be the norm in, you know, if it isn't already, it's gonna be t…”
Feb 11, 2026 positive
Feb 11, 2026 bullish
Courtney: Founders should use AI to scale output rather than downsize teams
“I don't think being efficient right now is the play. I think the play is scaling up like crazy. So like for me, I don't think the play is, oh, all of these processes can now be done by AI. So I'm just going to just do everything myself. I think the play is if …”
Feb 18, 2026 neutral
Isenberg: AI Will Drive Layoffs Alongside a Golden Age of One-Person Businesses
“You know, unfortunately there are going to be more and more layoffs as AI helps with productivity. At the same time, I think there's going to be a renaissance, the golden age of entrepreneurship, and people creating assets, products like this, one person busin…”
Mar 4, 2026 bullish
Mar 30, 2026 positive
Isenberg: Distribution is the new moat as code is fully commoditized
“Code used to be the moat. I think by now, maybe by the end of this, you understand that distribution is the new moat, right? It's the most important thing is distribution. You know, it's scarce, right? AI can't build it. Product is really important, but it, yo…”
Mar 30, 2026 negative
Apr 1, 2026 bullish
Apr 8, 2026 negative
Apr 27, 2026 bullish
May 4, 2026 bearish
Wilkinson: AI-built custom software will collapse vertical SaaS pricing power
“And I think the new world is, you know, if. 400 people in the United States own funeral homes, let's say like 20 of them are smart and no AI, they're all going to build their own software. And so what does that do? That means It's great for the consumer. There…”
May 4, 2026 positive
May 6, 2026 positive
To: Foundational design systems prevent AI from being too literal
“Now, if you only provide a portion of it or something too specific, the AI tends to sort of like take that too literally. But if you provide something more, ah, like a foundational system, like a process, agents.md and what not, then you get something that giv…”
May 6, 2026 neutral
To: Only delegate workflows to AI if you have already mastered them
“Please use your, ah, you know, your taste every step of the way, and don't let AI do everything for you, and even if you do let AI do a lot of things for you, make sure that it's part of the workflow that you already mastered, right?”
May 6, 2026 bearish
May 6, 2026 positive
To: AI builders must rapidly adopt new models to maintain moats
“As someone who works in AI, your mode is basically, you have to be new, you know, you have, like, I don't, I'm sure anyone can relate, But you always, when there's a new model that comes, you have to talk about it. Otherwise you're kind of losing a lot of that…”
May 11, 2026 bullish
May 18, 2026 neutral
May 18, 2026 bullish
Courtney: AI sanitization will drive audiences toward unscripted, live content
“So that's something that I think from your list is going to be Bigger and bigger and bigger as AI sanitizes a lot of stuff. I think more people are going to want, want to listen to more authentic people speaking long form, unedited, unscripted, and live.”
Jun 8, 2026 positive
Taba: AI 'eats the middle,' leaving humans with strategy and review
“So we have this thing where AI actually eats the middle and now with AI, You're freed up to focus on the beginning and the end while AI quote unquote eats the middle. It does all of that execution work on your behalf and you get to focus on executing and deplo…”
Jun 9, 2026 bearish
Jun 11, 2026 positive
Jun 15, 2026 bullish
Isenberg: AI Unlocks Superior App Experiences and Reverses Mobile Saturation
“People have been building mobile apps since 2008, and it became increasingly harder to build something that people are going to download and pay money for. Until two things happened, actually. AI came. Anyone could create something, but more, even more than th…”
Jun 25, 2026
Isenberg: As AI commoditizes product creation, demand generation becomes the bottleneck
“In an AI world, we all know building products are, you know, is really easy. Building demand is just getting more and more important. So when anyone can ship a landing page or an app, You know, or build a SaaS. The bottle, the bottleneck moves to the question …”
Jul 9, 2026
Shipper: AI-era builders divide into exploratory pirates and polishing architects
“I make this distinction between two different types of people in the AI age or two different types of builders between pirates and architects. So a pirate is like, I'm just going to get it to 70%. I'm just going to like explore the field of possibilities and b…”
Jul 13, 2026 positive
Isenberg: Hybrid human-AI creative outperforms pure AI on moderate ad budgets
“My belief is the best ads are actually, I mean, if you have millions of dollars to spend, yes, the best ads are hiring the best humans on the planet to go and do that. But not everyone has millions of dollars to spend or hundreds of thousands of dollars to spe…”
Aug 3, 2026 negative
Aug 3, 2026 positive
Aug 3, 2026 positive
Isenberg: Graph engineering moves AI out of single messy chat interfaces
“Prompt engineering is how you ask the AI for a better question. And context engineering is how you give AI better information. But graph engineering is how you design the work around the AI so the whole thing stops living inside one messy giant AI chat.”
Aug 10, 2026
Aug 19, 2026