AI

also referred to as: ais · artificial intelligence

108 statements across 33 episodes · 60 bullish · 27 bearish · 38 people on the record · first statement May 14, 2023 by Varun Mayya · across every show →

Everything said about AI, oldest first

May 14, 2023 neutral
Insight
Mayya: AI outpaces humans because human learning is rate-limited
“The problem I have is that if a human gets inspired by something, that's okay, because we're rate limited at a particular speed, but an AI can go crawl through the entire internet and be trained on the entire internet and beat everyone.”
Varun Mayya May 14, 2023 ▶ 36:00 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
May 14, 2023 bearish
Opinion
Varun Mayya: Highly Pessimistic About AI's Impact Over Next Decade
“I just want to warn everyone, including the people watching that I quickly switch on Doomer mode. So I'm really pessimistic about What's going to happen to the world in the next 10 years?”
Varun Mayya May 14, 2023 ▶ 2:09 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
May 14, 2023 neutral
Opinion
Mayya: Legal system is not ready for AI inspiration lawsuits
“Our legal system is not ready for this, and we don't want to launch lawsuits against anyone who got inspired by another person.”
Varun Mayya May 14, 2023 ▶ 36:24 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
May 14, 2023 positive
Prediction Not checkable as stated
Bedi: Global treaties will curtail AI weapons of mass destruction
“So I think my prediction for the future in 10 years is, one, yes, this is a weapon of mass destruction is the way I'll frame it. Weapons of mass destruction around the world, there will be One example of a Hiroshima and a Pearl Harbor, I'm sure that will happe…”
Umang Bedi May 14, 2023 ▶ 2:16:24 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
May 14, 2023 bullish
Prediction Not checkable as stated
Bhat: AI adoption will create a Darwinian divide with compounding returns
“It's almost going to be Darwinian, like those who choose the site to use it, it's that the results are going to be compoundingly higher.”
Tanmay Bhat May 14, 2023 ▶ 2:03:10 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
May 14, 2023 bearish
Prediction Not checkable as stated
Bhat: AI will accelerate social media's psychological harms and envy
“Whatever social media did to the next generation's brain, AI will probably accelerate it. And that is kind of worrying, which is I think envy will go through all time high for those who are able to leverage it outside success for a lot more of your peers, whic…”
Tanmay Bhat May 14, 2023 ▶ 2:02:24 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
Nov 20, 2023 bullish
Prediction Not checkable as stated
Yassin: Starting as an AI or Metaverse creator will pay off
“Like if I was starting a seven year career now, I would probably want to start as like, AI creator or a Metaverse creator, because in six years, you are going to be at the right place at the right time.”
Nuseir Yassin Nov 20, 2023 ▶ 1:14:56 Ep# 13 | WTF does it take to Build Influence Today? Nikhil w/ Nuseir, Tanmay, Prajakta & Ranveer · Nikhil Kamath
Apr 21, 2024 bullish
Prediction Not checkable as stated
Kim: AI will allow a solo Indian developer to become a billionaire
“I actually think that this is going to be an incredibly rare moment in time and probably, you know, I, and I believe unprecedented, unprecedented in history where you're going to have the opportunity for some kid in India To become like a billionaire as a sing…”
Joseph Kim Apr 21, 2024 ▶ 1:16:04 Ep# 17 | WTF is Gaming in India? | Career, Investment, Entrepreneurship · Nikhil Kamath
Aug 23, 2024 bearish
Prediction Not checkable as stated
Badshah: AI Will Not Succeed at Creating Art
“And that is also one of the reasons why AI might not be, I think it will not be successful. But eventually of creating art, and for a consumer or for an audience to discover it, the way they discover it, is what it is all about. That beauty can't be quantized.”
Badshah (Aditya) Aug 23, 2024 ▶ 1:12:35 Ep. #19 | WTF is “Making it” in an Offbeat Career? Nikhil Kamath Ft. Kriti Sanon, Badshah & KL Rahul · Nikhil Kamath
Aug 23, 2024 neutral
Prediction Not checkable as stated
Badshah: Non-AI music production will be very rare within five years
“In the coming time, I think, you can't fight something that's inevitable, right? I think AI is inevitable. So maybe like three, four, maybe five years down the line, non-AI song will be very hard.”
Badshah (Aditya) Aug 23, 2024 ▶ 2:05:10 Ep. #19 | WTF is “Making it” in an Offbeat Career? Nikhil Kamath Ft. Kriti Sanon, Badshah & KL Rahul · Nikhil Kamath
Nov 27, 2024 bullish
Prediction Not checkable as stated
Society will not run out of jobs because human problems are limitless
“So we're not going to run out of jobs. Economists that I talk to tell me, We're not going to run out of jobs because we're not going to run out of problems. But we're going to find better solutions to problems with the help of AI.”
Yann LeCun Nov 27, 2024 ▶ 1:31:55 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Nov 27, 2024 bullish
Prediction Not checkable as stated
AI will amplify human intelligence to help solve major global problems
“That's the best reason also to work on AI, because AI is going to amplify human intelligence. I mean, the overall intelligence of humanity, if you want. So I think that that's the key to solving a lot of the problems that we have.”
Yann LeCun Nov 27, 2024 ▶ 9:56 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Nov 27, 2024 bullish
Opinion
The next major frontier in AI is learning world models from video
“This is what a lot of us consider the next Challenge in AI. So basically have systems that can learn how the world works by watching videos.”
Yann LeCun Nov 27, 2024 ▶ 1:01:28 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Nov 27, 2024 bullish
Prediction Not checkable as stated
Future AI infrastructure must be built collaboratively as a repository of knowledge
“AI is going to become a kind of common infrastructure, which people will use as a repository of all human knowledge, and this cannot be built by a single entity. It's going to have to be a collaborative project. With training being distributed all around the w…”
Yann LeCun Nov 27, 2024 ▶ 1:18:24 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Nov 27, 2024
Assertion Not checkable as stated
Deep learning and 1980s backpropagation remain the foundation of modern AI
“Deep learning, which is really the foundation of pretty much all of AI today. So basically, neural networks with multiple layers, right? The idea of this goes back to the 19 eighties and backpropagation. That's still the basic foundation of everything we do.”
Yann LeCun Nov 27, 2024 ▶ 58:38 WTF is Artificial Intelligence Really? | Yann LeCun x Nikhil Kamath | People by WTF Ep #4 · Nikhil Kamath
Feb 2, 2025 positive
Opinion
Bryan Johnson: AI Must Be Programmed With the Core Objective 'Don't Die'
“If you tell the AI, AI, The objective of your existence is intelligence doesn't die. Humans don't die. You don't die. Our planet does not die. That's the goal.”
Bryan Johnson Feb 2, 2025 ▶ 1:13:58 Ep #21 | WTF is Longevity? | Nikhil ft. Nithin Kamath, Bryan Johnson, Prashanth, Jitendra & Seema · Nikhil Kamath
Feb 2, 2025 bullish
Prediction Not checkable as stated
Johnson: AI may deliver a century of health progress in 5 years
“And specifically I think that AI may produce in the next five years, you know, decades, if not a century worth of progress.”
Bryan Johnson Feb 2, 2025 ▶ 3:22:03 Ep #21 | WTF is Longevity? | Nikhil ft. Nithin Kamath, Bryan Johnson, Prashanth, Jitendra & Seema · Nikhil Kamath
Mar 23, 2025 neutral
Prediction Not checkable as stated
Srinivas: Clients will demand faster delivery and lower IT fees, not cancel contracts
“I feel like humans will still trust other human businesses to do stuff for them, but they'll just push them to, like, hey, like, now that AI can use this, why do you guys need, like, three months to get it done faster? Like, why do you guys need to charge us t…”
Aravind Srinivas Mar 23, 2025 ▶ 1:56:01 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 positive
Assertion Not checkable as stated
Srinivas: Today's AI Combines 10,000 Knowledge Professions Without Hard Coding
“Whatever we are working with today is like, okay, it's some 10,000 knowledge worker professions in one system without any like hard coding.”
Aravind Srinivas Mar 23, 2025 ▶ 20:28 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 positive
Insight
Srinivas: Simple AI ideas scaled with compute outperform complicated architectures
“What matters in reality is making things work. And it's often the simplest ideas that work in practice, especially when thrown a lot of compute at them. The simplest ideas typically outshine the complicated ones.”
Aravind Srinivas Mar 23, 2025 ▶ 11:56 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bearish
Prediction Not checkable as stated
Srinivas: AI will not automate physical service jobs anytime soon
“Not anytime soon. Which is funny because that's not paid as much as someone gets paid to write code today, right? So it's a, it's like, it happens in the reverse way. Like everybody wants to think what they do is the one that's the one that's going to be taken…”
Aravind Srinivas Mar 23, 2025 ▶ 50:58 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 neutral
Assertion Supported
Aravind Srinivas: Current AI Lacks Recursive Self-Improvement
“What you're suggesting is like an AI that not only learns and trains on stuff that the humans throw at it, but also like decides what to do next in terms of how to make itself better. Recursive self-improvement. That is not correct yet.”
Aravind Srinivas Mar 23, 2025 ▶ 17:26 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Prediction Not checkable as stated
Srinivas: Platforms for deploying and sharing personal AI apps will be massive
“I think that layer is still not taken off, but it's certainly something that's waiting to happen because as you can clearly see, software creation is getting a lot easier. So someone's going to be able to be that platform for deploying all these things in a se…”
Aravind Srinivas Mar 23, 2025 ▶ 2:00:36 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Prediction Not checkable as stated
Srinivas: Moving slowly on AI will cost hundreds of billions or trillions
“Moving slows is going to cost us a lot long term, and lot means like hundreds of billions or trillions of dollars. So it's best to keep accelerating right now.”
Aravind Srinivas Mar 23, 2025 ▶ 2:11:05 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 positive
Insight
Srinivas: Core infrastructure and backend fundamentals remain essential despite AI
“I think it still helps to be very good at infrastructure, backend data centers, like floating point arithmetic, storage, all the core fundamentals are not going away. In fact, like, I would say they're very essential in a world where AIs are taking care of the…”
Aravind Srinivas Mar 23, 2025 ▶ 2:04:46 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bearish
Prediction Not checkable as stated
Srinivas: AI will cause significant short-term labor displacement
“The dystopian part of it is unfortunately, in the short term, there's going to be a lot of labor displacement. Not as many people are needed to get a work done anymore.”
Aravind Srinivas Mar 23, 2025 ▶ 2:06:38 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Opinion
Srinivas: The median human software engineer is probably worse than modern AI
“Today, it's pretty obvious that most human software engineers, at least, like, the median human software engineer is probably worse than an AI today.”
Aravind Srinivas Mar 23, 2025 ▶ 22:44 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Apr 11, 2025 neutral
Prediction Not checkable as stated
Gates: AI will render skills obsolete within a single generation
“I think it's a rate of change that's greater than most, most periods of history. You know, when we made in the US, you know, when we went from 50% farmers to two percent farmers, It, you could still farm your whole generation. It was your children that stopped…”
Bill Gates Apr 11, 2025 ▶ 36:52 Bill Gates x Nikhil Kamath Part 2 | People by WTF | Ep.8 · Nikhil Kamath
Apr 11, 2025 bullish
Prediction Not checkable as stated
Gates: In 20 years, AI and robotics will eliminate labor shortages
“The, let's say, 20 years from now, AI will have changed things enough that, you know, that just this pure capitalistic framework probably won't explain much because as AIs, both as sort of white-collar type work and as blue-collar workers, the robots will get …”
Bill Gates Apr 11, 2025 ▶ 17:55 Bill Gates x Nikhil Kamath Part 2 | People by WTF | Ep.8 · Nikhil Kamath
Apr 11, 2025 neutral
Insight
Gates: Unlike the PC era, the AI revolution is widely anticipated
“The insight that computing would become free You know, for my generation, there were very few people who saw that. And so I, you know, I had an advantage because that implied a lot of things that, that Microsoft could get out and in front of. Now this current …”
Bill Gates Apr 11, 2025 ▶ 36:01 Bill Gates x Nikhil Kamath Part 2 | People by WTF | Ep.8 · Nikhil Kamath
May 24, 2025 bullish
Prediction Open · timeframe May 2030
AI will translate video across languages while preserving speaker tone
“Why not give it to me in a thousand different languages? And why not do it in a way where it captures my tone, my inflection? And AI will be able to do that. And that will be magical, too.”
Neal Mohan May 24, 2025 ▶ 56:10 Nikhil Kamath x YouTube CEO, Neal Mohan | People by WTF Ep. 9 · Nikhil Kamath
Jun 7, 2025 bullish
Prediction Not checkable as stated
Sarandos: AI Will Not Displace Human Actors and Writers
“I'm not afraid of AI, and I hope creators aren't afraid of AI, because I actually think it's going to make great tools to tell stories even better, and make it possible to make movies they couldn't before. And I, it not meant, won't likely displace the things …”
Ted Sarandos Jun 7, 2025 ▶ 46:28 Nikhil Kamath x Netflix Co-CEO, Ted Sarandos | People by WTF | Ep. 10 · Nikhil Kamath
Jun 7, 2025 bearish
Insight
Sarandos: AI Generates Predictable Outcomes, Antithetical to Human Imagination
“In fact, what AI is doing today is like the antithesis of imagination. It's taking, it's giving you the most predictable outcome based on these kind of rough ideas you're giving it.”
Ted Sarandos Jun 7, 2025 ▶ 49:01 Nikhil Kamath x Netflix Co-CEO, Ted Sarandos | People by WTF | Ep. 10 · Nikhil Kamath
Jun 28, 2025 bearish
Opinion
Arora: The services economy must be shorted due to AI disruption
“I'm sure this is going to come bite me in the future, but on the short side, services has to be a short. By definition, the whole idea of services is that we deploy humans towards repetitive tasks where we sell intelligence or process. With people. If the impe…”
Nikesh Arora Jun 28, 2025 ▶ 1:21:19 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Jun 28, 2025 positive
Prediction Not checkable as stated
Arora: Software applications will become personalized for individual users
“Over time, I think applications will become applications for one instead of generic applications.”
Nikesh Arora Jun 28, 2025 ▶ 22:45 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Jun 28, 2025 bearish
Prediction Not checkable as stated
Arora: AI will overtake repetitive tasks in 2-3 years, hitting entry-level jobs
“Repetitive tasks are gonna get easily overtaken by AI, and that's kind of the, its contribution to society in the next two to three years, which directly targets, targets the early in career part of people's lives, and the part where they're trying to go pay t…”
Nikesh Arora Jun 28, 2025 ▶ 1:17:20 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Jun 28, 2025 neutral
Insight
Arora: When AI Normalizes Intelligence, Differentiation Comes From Solving Unknown Problems
“The differentiation is solving the unknown problem.”
Nikesh Arora Jun 28, 2025 ▶ 28:52 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Aug 2, 2025 bullish
Prediction Not checkable as stated
Khosla: AI will do 80% of 80% of jobs in 3-5 years
“Almost certainly, with no doubt, there isn't a job where AI won't be able to do 80% of 80% of all jobs. So, 80% of all jobs, AI will be able to do most of it within the next three to five years.”
Vinod Khosla Aug 2, 2025 ▶ 34:54 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 2, 2025 bullish
Prediction Not checkable as stated
Khosla: AI will give Indian villages better cardiac care than Stanford
“A village in India, I will get better cardiac advice, cardiac care, than I can get at Stanford, because Stanford will still, in 15 years, have their cardiologists, and in the village, there'll be AI. Almost certainly true.”
Vinod Khosla Aug 2, 2025 ▶ 53:42 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 2, 2025 bullish
Prediction Not checkable as stated
Khosla: AI tutors will outperform the most expensive private human teachers
“The AI will do a better job than the most expensive tutor or teacher you can hire for your kids if you're rich and can afford anything.”
Vinod Khosla Aug 2, 2025 ▶ 45:40 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 14, 2025 bearish
Prediction Not checkable as stated
Altman: No single AI company will ever capture half of global GDP
“My, the analogy I like most for AI is the transistor, which was this really important scientific discovery that for a while looked like it was going to capture a ton of the value. And then turned out to be something that just gets built into like tons of produ…”
Sam Altman Aug 14, 2025 ▶ 23:44 Sam Altman x Nikhil Kamath: How to Win When AI Changes Everything | People by WTF | Episode 13 · Nikhil Kamath
Aug 14, 2025 negative
Insight
Altman: AI alone does not create defensible businesses
“Using AI itself does not create a defensible business. You see this with every technology boom where people are like, well, I'm a startup doing X, and because I'm using the latest technology trend, the normal rules of business don't apply to me. And that's nev…”
Sam Altman Aug 14, 2025 ▶ 30:10 Sam Altman x Nikhil Kamath: How to Win When AI Changes Everything | People by WTF | Episode 13 · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Not checkable as stated
Kothari: Biotech will be the top sector for AI-driven discoveries
“Literally one sector will discover the most things where AI will be useful, it's biotech.”
Nikunj Kothari Aug 29, 2025 ▶ 1:22:09 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 bullish
Insight
Kothari: AI makes previously uninvestable legacy industries viable venture bets
“AI has actually made most industries that were uninvestable, suddenly investable. For example, like any industry that's collecting large amounts of data was like, you know, priorly prior, like you wouldn't invest in them because you were like, oh, there's no c…”
Nikunj Kothari Aug 29, 2025 ▶ 19:37 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 neutral
Opinion
Das: AI Offers No Inherent Local Geographic Advantages for Startups
“On the, on AI, I don't think there is any local advantage. So I think everyone is competing on the same playing field.”
Debargo "DD" Das Aug 29, 2025 ▶ 2:34:28 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Aug 29, 2025 bearish
Prediction Not checkable as stated
Kothari: AI will accelerate declining birth rates by displacing human intimacy
“And I think AI will accelerate this problem, for sure. Like, again, I do think we are We're confiding more in ChatGPT than we talk to, like, our closest humans, including, like, our own partners, and I do think that that has happened, and there's no, there's n…”
Nikunj Kothari Aug 29, 2025 ▶ 41:38 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Sep 3, 2025 bullish
Assertion Not checkable as stated
Sharma: China is the only country besides the US developing meaningful AI
“Even on the AI front, the only other country in the world today which can do AI of any meaningful scale is China. No European country or any emerging market can.”
Ruchir Sharma Sep 3, 2025 ▶ 2:34:35 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Opinion
Sharma: Outside of AI, all US assets are overvalued or fundamentally flawed
“That if you want to be in the US, do it only for AI. Everything else in the US today doesn't, is either expensive or fundamentally flawed.”
Ruchir Sharma Sep 3, 2025 ▶ 2:08:51 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Opinion
Sharma: Current AI boom echoes the 1999-2000 dotcom bubble
“I think that it's undoubtedly a hugely transformative technology, but I'm very concerned that this got echoes of what we went through in nine nine, 2000.”
Ruchir Sharma Sep 3, 2025 ▶ 1:16:21 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 positive
Prediction Not checkable as stated
Kamath: People who frequently change their minds will become more valuable with AI
“So in a way, in a very perverse way, people who change their mind constantly in the future, Will have more of a use case in a world where predictability becomes very low hanging fruit because of AI.”
Nikhil Kamath Sep 3, 2025 ▶ 1:40:04 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bullish
Insight
Kamath: AI Coding Tools Let Developers Rebuild Tech Giants at a Fraction of the Cost
“I feel like AI and the ability to code with things like cursor and a bunch of other changes have democratized the ability to build A lot of these American products which might have costed X at a fraction of X.”
Nikhil Kamath Sep 3, 2025 ▶ 2:20:56 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bullish
Opinion
Sharma: AI is a larger economic force than Donald Trump
“AI mania, that as I keep telling people that you're obsessed with Trump, but there's a force larger than Trump. It's AI today.”
Ruchir Sharma Sep 3, 2025 ▶ 1:41:37 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 3, 2025 bearish
Prediction Not checkable as stated
Sharma: Consumers, not AI producers, will capture economic value over next decade
“That is my thing that for the next, in the next five to 10 years, that we as a consumer will benefit, but I'm not sure that the producers of AI, so to speak, are going to be the beneficiaries. I don't think that's going to be the case.”
Ruchir Sharma Sep 3, 2025 ▶ 2:53:17 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Sep 20, 2025 negative
Insight
Deshpande: AI cannot yet help businesses frame and evolve strategic problems
“I don't think AI can help you frame problems, yet. Like a business needs to know how to frame the problem, and evolve, evolve the framing of the problem constantly.”
Shantanu Deshpande Sep 20, 2025 ▶ 16:35 Tira, Bombay Shaving Co., Inde Wild | WTF is Fueling India’s Beauty & Skincare Revolution? | Ep. 25 · Nikhil Kamath
Nov 20, 2025 bullish
Prediction Not checkable as stated
Rahman: Live concerts and symphonies will become more valuable alongside AI
“Live concerts, live dance, live musical theater, symphonies will be respected even more. Right. The value of that is going to go.”
A. R. Rahman Nov 20, 2025 ▶ 53:46 A.R. Rahman: The Genius Who Took Indian Music Global | Nikhil Kamath | People by WTF | Ep 15 · Nikhil Kamath
Nov 20, 2025 positive
Opinion
Rahman: Singer Raye intentionally constructs songs to counter AI predictive patterns
“Like, the, recently there's a song by Ray, R-A-Y-E, and it cleanly shows that she's trying to beat AI.”
A. R. Rahman Nov 20, 2025 ▶ 31:58 A.R. Rahman: The Genius Who Took Indian Music Global | Nikhil Kamath | People by WTF | Ep 15 · Nikhil Kamath
Nov 20, 2025 bullish
Prediction Not checkable as stated
Rahman: Human artists will beat AI by deliberately breaking creative conventions
“Humans have this evolutionary spirit, and we will do something else. We'll go back and do something which is completely wrong, which will be very cool.”
A. R. Rahman Nov 20, 2025 ▶ 32:32 A.R. Rahman: The Genius Who Took Indian Music Global | Nikhil Kamath | People by WTF | Ep 15 · Nikhil Kamath
Nov 30, 2025 negative
Insight
Musk: Forcing AI to believe falsehoods will cause dangerous reasoning failures
“Well, the truth, as I said, truth is like, I think you can make an AI go insane if you force it to believe things that aren't true because it will lead to conclusions that are that are also bad.”
Elon Musk Nov 30, 2025 ▶ 1:16:14 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Open · timeframe Nov 2028
Musk: Goods output growth will outpace money supply within three years
“In three years or less, my guess is goods and services output will exceed the rate of inflation. Like goods and services growth will exceed money supply growth in about three years.”
Elon Musk Nov 30, 2025 ▶ 50:36 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: AI and robotics will make working optional in under 20 years
“I think it will turn out to be true that in less than 20 years, that maybe even as little as, I don't know, 10 or 15 years the advancements in AI and robotics will Bring us to the point where working is optional.”
Elon Musk Nov 30, 2025 ▶ 31:55 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: Google will be extremely valuable due to its AI groundwork
“I think, you know, Google is going to be pretty valuable in the future. They've laid the groundwork for An immense amount of value creation from an AI standpoint.”
Elon Musk Nov 30, 2025 ▶ 1:27:10 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: Continued AI progress will provide any goods or services desired
“I'm confident that if AI and robotics continue to advance, which they are advancing very rapidly, Like I said, working will be optional and people will have any goods and services that they want. if you can think of it, you can have a type of thing.”
Elon Musk Nov 30, 2025 ▶ 33:34 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: Future internet interaction will be mostly real-time AI video
“Most interaction is going to be video in the future. Most interaction is going to be a real-time video with AI, so real-time video comprehension, real-time video generation.”
Elon Musk Nov 30, 2025 ▶ 4:16 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 positive
Insight
Musk: Curious AI will preserve humanity because humans are interesting
“And then curiosity, you just, you, I think you want the AI to want to know more about the nature of reality. [4757] Elon Musk: I think that's actually going to be helpful for AI supporting humanity because [4766] Elon Musk: We are more interesting than not hum…”
Elon Musk Nov 30, 2025 ▶ 1:19:04 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: Future movies and games will be overwhelmingly real-time AI generated
“I mean, I think it's going to be overwhelmingly AI generated. Yeah. Like, yeah, real, real time movies and video games. Real, real time video generation, I think, is where things are headed.”
Elon Musk Nov 30, 2025 ▶ 1:24:15 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Nov 30, 2025 neutral
Disclosure
Musk: His friend group banned AI and simulation discussions at parties
“We have come to the conclusion that we should not talk about AI or the simulation at parties, because we just talk about it too much. It's kind of a buzzkill a lot of times.”
Elon Musk Nov 30, 2025 ▶ 1:33:54 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Dec 20, 2025 neutral
Opinion
Dalio: US leads in advanced chips, China leads in AI applications
“The inventiveness of new chips and the most advanced chips the United States is a bit ahead, is, is ahead. And then but the application to use the chips, whatever AI there is, to be able to integrate it into life and making it for the society Most applications…”
Ray Dalio Dec 20, 2025 ▶ 1:08:29 WTF Is Wealth? Ray Dalio Breaks It Down w/ Nikhil Kamath | WTF is Finance Ep 2 · Nikhil Kamath
Jan 11, 2026 neutral
Insight
Al Olama: Broad intelligence is the only way humans can rival AI
“If you have to be hyper specialized, AI can do that better than us. The only way you can stand the chance is if you have the breadth of knowledge.”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 6:38 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 bullish
Prediction Not checkable as stated
Kamath: Manual trades like plumbing will outlast analytical jobs under AI
“I feel like the easiest of jobs will get replaced late. So I think if I were a plumber, my job would probably last longer than if I were above a plumber in the Maslow's law of hierarchy in a way.”
Nikhil Kamath Jan 11, 2026 ▶ 7:37 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 bullish
Prediction Not checkable as stated
Al Olama: AI Will Enable Small Nations to Compete with Billion-Person Countries
“However, with AI, I think we will have the ability to punch way above our weight, and we will be able to sit on the table with the larger countries.”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 2:22 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 bullish
Prediction Not checkable as stated
Al Olama: In five years, AI will bring order-of-magnitude quality-of-life gains
“Tomorrow or five years from now, the answer to me is I think Technology is going to be pervasive. It's going to be completely invisible. It's going to be everywhere, but it's not going to be in our faces. We will see certain elements of it. So we are going to …”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 1:25:02 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 positive
Prediction Not checkable as stated
Al Olama: AI will simulate policy data, but humans will decide
“But I think there is going to be this beautiful harmony of man and machine. Where you'll be able to simulate things, crunch data, and then the humans take the policy decisions related to the new things that emerge.”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 1:27:41 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 bullish
Prediction Not checkable as stated
Al Olama: AI Adoption Gap Will Resemble Wood Fire vs Electricity
“Those who embrace AI wholeheartedly, but as those who embrace AI with, you know, a lot of red tape and a lot of nuances, the difference is going to be between a community that still lives on wood fire versus a community that lives in the 21st century with elec…”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 2:46 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 11, 2026 positive
Insight
Al Olama: AI and Biotech Risks Demand Neutral Diplomatic Mediators
“Today, we can't afford to let the technologies that we're working on, whether it's biotech, whether it's AI whether it's technology that can cross borders today because of digital infrastructure that connects us, or the open borders that we have around the wor…”
HE Omar Sultan Al Olama Jan 11, 2026 ▶ 1:31:31 The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers) · Nikhil Kamath
Jan 28, 2026 negative
Opinion
Nikhil Kamath: AI cannot beat human traders until it can model emotion
“I feel like trading is not subject to anything which is fundamentally sound. It is a lot of emotion. As long as emotion can't be modeled for, it will be tough for AI to make better calls than a human being.”
Nikhil Kamath Jan 28, 2026 ▶ 1:12:43 17 Young Founders | 8 Startups | 20 Lakh Grants | Third WTFund Cohort · Nikhil Kamath
Jan 28, 2026 bullish
Prediction Not checkable as stated
Nikhil Kamath: Energy transition growth will persist regardless of AI hype
“Energy transition has been a big part of our thing. We did last year a whole bunch of Solar panel companies, battery companies, electric vehicles, ah, we're looking at some grid, some companies which improve transformers, make the grid more efficient, new sour…”
Nikhil Kamath Jan 28, 2026 ▶ 1:14:15 17 Young Founders | 8 Startups | 20 Lakh Grants | Third WTFund Cohort · Nikhil Kamath
Feb 11, 2026 neutral
Prediction Open · timeframe Feb 2031
Harari: People will increasingly consult AI instead of human religious leaders
“That can read and remember all the books, and has a chance of becoming the new authority. That people will increasingly, they have a question, they will not go to a human rabbi, they will go to an AI, and it's the same in Christianity, and it's the same with I…”
Yuval Noah Harari Feb 11, 2026 ▶ 30:30 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 neutral
Insight
Harari: Algorithmic competition is shifting from user attention to human intimacy
“And what is happening now in AI that if for the previous decade we saw this competition for human attention, That the algorithms are competing to grab our attention. Now the front is shifting from attention to intimacy. AIs are learning how to create intimacy …”
Yuval Noah Harari Feb 11, 2026 ▶ 31:43 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 bearish
Prediction Not checkable as stated
Harari: AI could eliminate the need for human coders in five years
“If you're trying to, you know, you build your skills as a young person, don't focus on a very narrow skill like coding, because maybe in five years they don't need coders because AIs code better than us.”
Yuval Noah Harari Feb 11, 2026 ▶ 1:13:20 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 bearish
Prediction Not checkable as stated
Harari: Autonomous AI corporations will take over the financial system
“In which the AIs decide, we'll buy that, we'll sell that, we'll invest here, we'll buy, and the AIs interact with the other AIs, and if they are more intelligent than us, they will make better business decisions, they will gain more money and they will take ov…”
Yuval Noah Harari Feb 11, 2026 ▶ 1:10:12 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026
Insight
Harari: Capitalism does not require human participants to function
“Capitalism, yes, of course, capitalism doesn't necessarily need people. It needs money and profits. A.I.s can do can do that. Capitalism already created non-human persons which run the show and they are corporations.”
Yuval Noah Harari Feb 11, 2026 ▶ 1:08:48 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026
Insight
Harari: Human thought generation operates like an AI autocomplete
“You know, people say about AI that AI is glorified autocomplete, that AI just predicts the next word in the sentence. Observe your mind and you will see it's exactly the same thing. Like you have an AI inside you.”
Yuval Noah Harari Feb 11, 2026 ▶ 1:00:15 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 negative
Prediction Not checkable as stated
Harari: Humanity is close to AI becoming Earth's most powerful entity
“I don't think we have reached that point in 2026, but I think we are close to the point when the most important, powerful, if you want, entity on the planet is no longer a human being, Or a group of human beings, but an AI.”
Yuval Noah Harari Feb 11, 2026 ▶ 1:08:11 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 11, 2026 negative
Insight
Harari: Social media algorithms maximize engagement by amplifying hate and fear
“And the AIs experimented on billions of human beings and discovered something, that if you want to increase engagement, to grab people's attention and make them stay longer on the platform, press the hate button. In the human mind, press the greed button or th…”
Yuval Noah Harari Feb 11, 2026 ▶ 43:33 Yuval Noah Harari: Stories, Power & Why Truth Doesn't Matter | Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 24, 2026 bullish
Prediction Not checkable as stated
Amodei: AI will drive a biotech renaissance curing many diseases
“I, I'm positive on, like, I think biotech is about to have a renaissance. Like, ultimately we'll be driven by AI. You know, I'm not going to name a particular company, but like you know, nor will I say whether I think it's better to bet on the big pharma compa…”
Dario Amodei Feb 24, 2026 ▶ 1:02:33 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 24, 2026 bullish
Opinion
Amodei: AI can scale beyond human brains to solve biology
“And I said, wow, like, you know, AI is actually starting to work. It has some things in common with how the human brain works, but, you know, has the potential to be larger and scale better and learn tasks like biology. Maybe this is ultimately going to be the…”
Dario Amodei Feb 24, 2026 ▶ 2:52 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
Mar 2, 2026 negative
Opinion
Palihapitiya: Existential risk catastrophizing around AI is just a fundraising tactic
“I think the catastrophizing typically tends to be tied to fundraising. I think you could take, anybody who catastrophizes in AI is probably at the moment where they're telling an investor, Gosh, this could be the end of the world.”
Chamath Palihapitiya Mar 2, 2026 ▶ 55:34 Pain, Power & The Game Nobody Wins | Chamath Palihapitiya x Nikhil Kamath | People by WTF · Nikhil Kamath
Mar 2, 2026 bullish
Prediction Not checkable as stated
Palihapitiya: Pessimists predicting AI will eliminate human jobs will be proven wrong
“I suspect that, again, today, we don't have a good language to talk about how we will all participate, but I suspect that if you take a pessimistic view of the answer to this question, you will turn out to be wrong.”
Chamath Palihapitiya Mar 2, 2026 ▶ 49:17 Pain, Power & The Game Nobody Wins | Chamath Palihapitiya x Nikhil Kamath | People by WTF · Nikhil Kamath
Mar 11, 2026 positive
Prediction Not checkable as stated
Staniszewski: Future education will split AI learning and tech-free socialization
“So like what you have, I feel in the future of education, we'll have like percentage of the time, which is like fully dedicated to learning with AI and tools. And then percentage of the time where there's like no tech and no, no no technology, just like speaki…”
Mati Staniszewski Mar 11, 2026 ▶ 34:32 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Mar 25, 2026 bullish
Opinion
Sunak: India's optimism and trust in AI offers a geopolitical advantage
“In India, there's Optimism and excitement and trust, and that is an advantage.”
Rishi Sunak Mar 25, 2026 ▶ 1:12:32 Rishi Sunak & Akshata Murty: Power, Identity & Why Patience Beats Ambition | Nikhil | People by WTF · Nikhil Kamath
Mar 25, 2026 positive
Prediction Not checkable as stated
Sunak: Interpersonal skills will become more valuable as AI advances
“It's these other things I'd want to make sure, one way or another, from school, from college, from whatever else, they're building those skill sets, ah, because I think those, whatever happens with AI, those will be more and more valuable over time.”
Rishi Sunak Mar 25, 2026 ▶ 29:24 Rishi Sunak & Akshata Murty: Power, Identity & Why Patience Beats Ambition | Nikhil | People by WTF · Nikhil Kamath
Mar 25, 2026 bullish
Prediction Not checkable as stated
Sunak: AI will soon provide every child with the best teacher
“Now it is possible that before too long every single child will be able to have the best possible teacher for them.”
Rishi Sunak Mar 25, 2026 ▶ 2:23:41 Rishi Sunak & Akshata Murty: Power, Identity & Why Patience Beats Ambition | Nikhil | People by WTF · Nikhil Kamath
Mar 25, 2026 negative
Opinion
Sunak: Leaders must treat AI disruption as an immediate, daily crisis
“What political leaders can't afford to do is treat AI like tomorrow's problem. It is an action this day issue, and there probably is not much, I mean, you don't, I don't think you see a huge amount of debate and discussion about changing the education system”
Rishi Sunak Mar 25, 2026 ▶ 30:57 Rishi Sunak & Akshata Murty: Power, Identity & Why Patience Beats Ambition | Nikhil | People by WTF · Nikhil Kamath
Apr 20, 2026 bearish
Opinion
Banga: Very few developed countries have enough electricity for AI needs
“I would argue there are very few developed countries that have enough electricity to do what AI would need. In the coming period.”
Ajay Banga Apr 20, 2026 ▶ 1:20:40 The World Bank President On Why Jobs Fix Everything | Ajay Banga x Nikhil Kamath | People by WTF · Nikhil Kamath
Apr 20, 2026 neutral
Prediction Not checkable as stated
Banga: Fossil fuels will not disappear quickly due to AI energy demands
“Fossil fuels aren't going away in a hurry, because the mix of energy you need, and the quantum of energy you need, compared to the AI, even more so, you're not going to get that easily only with renewables because of various aspects to do with the cycle as wel…”
Ajay Banga Apr 20, 2026 ▶ 1:00:09 The World Bank President On Why Jobs Fix Everything | Ajay Banga x Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 neutral
Insight
Marks: Average insight into AI will not provide an investment edge
“So if your excitement level, and by that I mean your insight level, is average, you don't have an edge. Your, and you get involved in AI, your performance will be average. You will go along with the tide if it works. You'll be schmeiced if it doesn't work.”
Howard Marks May 4, 2026 ▶ 1:17:04 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 positive
Insight
Marks: Exceptional human investors will retain an edge over AI
“Neither can most people. So, so what that says is there is a role for exceptional people, even in an AI world.”
Howard Marks May 4, 2026 ▶ 1:10:39 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 positive
Opinion
Marks: AI-driven markets without emotional bias should produce steadier returns
“It stands to reason that it would. If America, if we programmed AI to find the elements and expect the patterns that produced success in the past and left it alone. And since we're told AI does not have greed or fear or optimism or pessimism, you would think t…”
Howard Marks May 4, 2026 ▶ 20:17 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 positive
Prediction Not checkable as stated
Marks: The investor who best understands AI will dominate the next decade
“Who is the person in the investment business today who will find the most success in the next 10 years? The answer is, in my opinion, the person who best understands AI and its capabilities and implications.”
Howard Marks May 4, 2026 ▶ 1:06:16 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 bearish
Opinion
Kamath: Private investors are inflating AI valuations ahead of public dump
“I think it's happening with AI right now.”
Nikhil Kamath May 28, 2026 ▶ 1:29:25 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 neutral
Disclosure
Escobari: General Atlantic Waits for Unit Economics Before Investing Heavily in AI
“For us today, given our scale experience and risk aperture, is to be intensive users of AI in the portfolio and in ourselves, and to wait until the unit economics and the leadership is a little more established before we pound.”
Martin Escobari May 28, 2026 ▶ 56:16 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
May 28, 2026 neutral
Disclosure
Escobari: General Atlantic Has 15% of Capital in AI
“Today about 10% of our, I think 15% of our capital is in AI.”
Martin Escobari May 28, 2026 ▶ 57:36 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
Jun 17, 2026 negative
Opinion
Prasad: Pharma companies lack capabilities and struggle to attract top AI talent
“So the AI part is a big deal for us and we are not equipped to do it. Whether it's in our Salesforce management, targeting doctors, all of that can be driven much more efficiently. Through agents and things like that. Our processes, R&D processes can improve. …”
G. V. Prasad Jun 17, 2026 ▶ 2:37:33 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
Jul 16, 2026 bearish
Opinion
Armstrong: Global collaboration to pause AI is unrealistic
“So it's hard for me to imagine a realistic scenario where the world collaborates to pause AI.”
Brian Armstrong Jul 16, 2026 ▶ 14:26 Brian Armstrong: Bitcoin, Banks & The New Rules Of Money | Nikhil Kamath | People by WTF · Nikhil Kamath
Jul 28, 2026 bullish
Opinion
Ning Zhu: China's advanced manufacturing, AI, and chip sectors are expanding strongly
“That being said, I think, I mean, the new growth engine, I mean, being the so-called new quality productive forces higher-end manufacturing new technology, AI, and high-end semiconductors are coming up pretty strongly.”
Ning Zhu Jul 28, 2026 ▶ 2:28 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
Sep 9, 2026 bullish
Prediction Not checkable as stated
Bakshi: Community-Based Travel With Human Touch Will Boom Over Next 5-6 Years
“So anything that is community-based that involves human touch would boom. So tech is there, AI is there, but for human connections, such communities are coming into picture and you would see so many of them coming right now. And the next six years or maybe fiv…”
Bhavika Bakshi Sep 9, 2026 ▶ 3:10:56 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
Sep 9, 2026 bullish
Insight
Chhatwal: 25-year-olds should build budget hotels instead of AI platforms
“I would tell the 25 year old there's enough platforms, there are enough people working on AI, there's a lot of competitor overcrowding, don't go there, start a boutique hotel business, or start very nice, clean, budget hotel business, and you will have a lot o…”
Puneet Chhatwal Sep 9, 2026 ▶ 1:10:43 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
Sep 9, 2026 bullish
Insight
Amit Damani: Experiential holiday travel is AI-proof
“AI is more an enabler than a disruptor of our business because AI will help us streamline a lot of our operations. I also look at our business as something which is AI proof because With the amount of interaction with digital media as well as AI and technology…”
Amit Damani Sep 9, 2026 ▶ 46:59 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
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