AI industry

“Well, they have over 100% of the profits in AI right now. Because all the other companies are losing money, and they're the one that's printing money.”

“Nvidia is the real winner here. You've said it before, they have more than a hundred percent of all the profits in AI right now.”

“Everyone has perverse incentives, so someone who's in the AI industry is going to tell us how AI is the best thing since sliced bread”

“Whenever there's a trillion dollars of spend going on, there is a de facto backstop.”

“Nvidia basically captures and did for a while more than 100% of the profits from the AI boom, because so many of the other companies in the AI space were losing money.”

“I think it would be helpful for the industry to refocus some messaging on not AI is going to cure cancer, but human humanity is going to use AI to cure cancer and do a number of other things. Right. And so the bar is not just like one shotting it with a prompt…”

“It's just kind of depressing to see these groups like fighting in this way. When we have so much bigger problem, like we have so many bigger problems as an industry, right? The big problem being like public perception of AI is like already so bad. Like people,…”

“Elon went out of his way to say, Everyone kind of does this. It's like an open secret in the industry, which I think is like, also kind of true, but that doesn't make it, there's like, it's fraught, I guess is what I would say.”