generative AI
11 statements across 11 episodes · 4 bullish · 3 bearish · 9 people on the record · first statement Mar 28, 2025 by Andrew Reed · across every show →
Everything said about generative AI, oldest first
Mar 28, 2025 positive
Generative AI Creates Unprecedented Revenue Ramps Through Immediate Distribution
“Because of that fact, like, you know, everybody's on the internet,
All the time.
And most of these technologies are available at the get go to everybody.
you can see revenue ramps like nothing we've ever seen before, right?
because it's transformative techno…”
Apr 9, 2025 bullish
Kirsten Green argues true digital personalization failed for 20 years until GenAI
“We've been talking about, for instance, you know, 20 years now, we've been talking about personalization. It really hasn't happened. If you kind of look across, imagine you go to a website, you know, how personalized does it feel? Like it's pretty much a simil…”
Apr 17, 2025 negative
Jul 26, 2025 bearish
Sep 20, 2025 neutral
Cameron: Generative AI will only significantly cut costs for VFX-heavy films
“I think what you'll get, I think it's going to affect The middle to the high end of the curve in the following way. Most films involve VFX now. And it's going to affect the toe of the curve. But the lower part of the slope is not going to change that much, and…”
Oct 22, 2025 bullish
Feb 19, 2026 neutral
Coogan: Spotify Does Not Need to Build Generative AI Creation Tools
“Spotify doesn't really need to invest in generative AI. I heard a good analogy that was like, did, should Spotify have, like, released a guitar so that people can make more music? Like, no, because people will pick whatever tool is available, and then they wil…”
Feb 20, 2026 neutral
Mar 25, 2026 bearish
Apr 1, 2026 bullish