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
Insight
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…”
Andrew Reed Mar 28, 2025 ▶ 27:07 Andrew Reed on Sequoia and How to Be a World-Class VC
Apr 9, 2025 bullish
Opinion
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…”
Kirsten Green Apr 9, 2025 ▶ 15:20 WELLNESS Is the New WEALTH | Kirsten Green ON TBPN April 4th
Apr 17, 2025 negative
Insight
Dhillon: Generative AI reduced the cost of malicious online behavior to zero
“The cost to be a shitty person online went to kind of zero dollars over the last, like, three years. You got infinite text, infinite images.”
Alex Dhillon Apr 17, 2025 ▶ 1:22 This Company is Changing Cybersecurity | Alex Dhillon on TBPN April 10th
Jul 26, 2025 bearish
Prediction Not checkable as stated
Neistat: AI Media Will Cause Real Creator Erosion Within 5-6 Years
“I think five or six years from now, we're going to start to see real sort of erosion in the space because what they're delivering is going to be so good.”
Casey Neistat Jul 26, 2025 ▶ 2:18:29 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Sep 20, 2025 neutral
Opinion
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…”
James Cameron Sep 20, 2025 ▶ 41:52 Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
Oct 22, 2025 bullish
Prediction Not checkable as stated
Chesky: Generative AI will elevate design to equal engineering
“I am very optimistic that generative AI is going to like, you know, really lift design In the world and make it one day equal to engineering. I think that, I don't think that's a crazy thing one day.”
Brian Chesky Oct 22, 2025 ▶ 35:09 Brian Chesky Live on TBPN
Feb 19, 2026 neutral
Insight
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…”
John Coogan Feb 19, 2026 ▶ 6:54 The SaaSpocalypse Is Over
Feb 20, 2026 neutral
Insight
Field: An artifact's lifespan is inversely proportional to AI generation likelihood
“The length of time that an artifact will exist for is inversely proportional to the likelihood it's going to be generated. And I think this is true across media.”
Dylan Field Feb 20, 2026 ▶ 17:30 Post Earnings with Figma CEO Dylan Field
Mar 25, 2026 bearish
Opinion
Hays: Generative AI excels at replacing five-dollar creative tasks
“Generate AI is very, very, very good at five dollar creative work.”
Jordi Hays Mar 25, 2026 ▶ 23:13 Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
Apr 1, 2026 bullish
Prediction Not checkable as stated
Coogan: Creating meme software will soon require just smartphone prompts
“Increasingly it's going to be More and more, just like a few prompts on your phone to get the piece of software that is that meme.”
John Coogan Apr 1, 2026 ▶ 7:04 AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
Jul 20, 2026
Assertion Supported
Hays: Netflix used generative AI across 300 different productions in 2026
“Netflix disclosed it has used generative AI in about 300 different productions this year already.”
Jordi Hays Jul 20, 2026 ▶ 29:42 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
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