The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Rabois: China is ahead of the US in humanoid robotics
“Well, spicy is that look, Chinese are ahead of us and it's very dangerous politically, geopolitically.”
Rabois: Trump administration will find a way to ban Chinese robots
“I would be shocked if this administration doesn't figure out a way to ban Chinese robots before it's too late.”
Rabois wants to fund next-generation AI that completely obsoletes LLMs
“I would love to invest in something that's a next generation replacement for LLM. It's not a better LLM, but something that will, you know, transforms a pretty good double tundra, but that's something that would Be a you know, complete it would make LLMs obsol…”
Rabois: Current AI fine-tuning and training methods may be obsolete within two years
“The advances in AI are so fast. That the way we build models today with fine tuning and different kinds of training may be also obsolete a year, two years from now. So there may be models that are built that don't require any human training. So revenues that a…”
Rabois: Outsider robotics firms will fail to replace warehouse workers
“Some company from afar that doesn't understand how a warehouse works, that doesn't understand real workers and what real workers, you know, needs are and tries to run a mixed system without having any understanding of real people. I don't think it's going to b…”
Rabois: Apple's reported two-year AI delay is a devastating, generational setback
“Two years is like, you know, as other people have pointed out, two years in an AI world is an eternity. You might as well say I'm delaying something for 20 years or, you know, like two generations at this point. It's crazy. And so I think that's a serious prob…”
Rabois: Microsoft will not hold as much of a strategic lock on AI
“I think Sundar made several miscalculations, and I actually do think that Microsoft and, you know, Satya got a lot of credit, but I think they're seeing some of the downsides to some of their strategies now. Like I think they are going to wind up not having qu…”
Rabois: The best CEOs serve as their company's chief marketing officer
“The best CEOs are the chief marketing officer for the company.”
Rabois: Founders usually benefit from working at an outstanding organization first
“I think it's most useful most of the time for founders to work in an outstanding organization for a year or two before starting their own company. You get a feel for a taste, taste of what great is, like what excellent really, excellence really means, excellen…”
Rabois: Most OpenAI revenue comes from durable ChatGPT subscriptions
“OpenAI, most of their revenue comes from ChatGPT subscriptions. That's pretty durable. Consumers or people using it, you know, for business applications, but on an individual basis.”
Rabois opposes government business functions and a US sovereign wealth fund
“But I'm not the biggest fan of like the government doing performing business functions, period. So I don't like the sovereign wealth fund either.”
Rabois: Founding a non-government startup in DC is probably a mistake
“But I think if you're an early stage company, that's not really targeting the
The government is your first customer, federal.
You know, in some way, then I think it's probably a mistake right now.”
Rabois: Even cutting-edge companies run archaic, analog CFO functions
“Even the most cutting edge organizations typically have a very archaic, call it analog CFO function.”
Rabois: Enterprise-wide AI deployments yield durable 5+ year revenue
“If you sell to an enterprise and they roll out to the entire organization, this AI based product, the chance that they're going to swap, you know, in any short term is very, very low. So if you get through it, you get through procurement, you know, you have a …”
Rabois: High startup proliferation and valuations make investing in robotics hard
“I think as a VC right now, it's really hard to invest in a sector, given the proliferation of startups, all with high potential, the prices you'd have to invest that money.”