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
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.”
May 14, 2023 bearish
May 14, 2023 neutral
May 14, 2023 positive
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…”
May 14, 2023 bullish
May 14, 2023 bearish
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…”
Nov 20, 2023 bullish
Apr 21, 2024 bullish
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…”
Aug 23, 2024 bearish
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.”
Aug 23, 2024 neutral
Nov 27, 2024 bullish
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.”
Nov 27, 2024 bullish
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.”
Nov 27, 2024 bullish
Nov 27, 2024 bullish
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…”
Nov 27, 2024
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.”
Feb 2, 2025 positive
Feb 2, 2025 bullish
Mar 23, 2025 neutral
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…”
Mar 23, 2025 positive
Mar 23, 2025 positive
Mar 23, 2025 bearish
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…”
Mar 23, 2025 neutral
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.”
Mar 23, 2025 bullish
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…”
Mar 23, 2025 bullish
Mar 23, 2025 positive
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…”
Mar 23, 2025 bearish
Mar 23, 2025 bullish
Apr 11, 2025 neutral
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…”
Apr 11, 2025 bullish
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 …”
Apr 11, 2025 neutral
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 …”
May 24, 2025 bullish
Jun 7, 2025 bullish
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 …”
Jun 7, 2025 bearish
Jun 28, 2025 bearish
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…”
Jun 28, 2025 positive
Jun 28, 2025 bearish
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…”
Jun 28, 2025 neutral
Aug 2, 2025 bullish
Aug 2, 2025 bullish
Aug 2, 2025 bullish
Aug 14, 2025 bearish
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…”
Aug 14, 2025 negative
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…”
Aug 29, 2025 bullish
Aug 29, 2025 bullish
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…”
Aug 29, 2025 neutral
Aug 29, 2025 bearish
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…”
Sep 3, 2025 bullish
Sep 3, 2025 bearish
Sep 3, 2025 bearish
Sep 3, 2025 positive
Sep 3, 2025 bullish
Sep 3, 2025 bullish
Sep 3, 2025 bearish
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.”
Sep 20, 2025 negative
Nov 20, 2025 bullish
Nov 20, 2025 positive
Nov 20, 2025 bullish
Nov 30, 2025 negative
Nov 30, 2025 bullish
Nov 30, 2025 bullish
Nov 30, 2025 bullish
Nov 30, 2025 bullish
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.”
Nov 30, 2025 bullish
Nov 30, 2025 positive
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…”
Nov 30, 2025 bullish
Nov 30, 2025 neutral
Dec 20, 2025 neutral
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…”
Jan 11, 2026 neutral
Jan 11, 2026 bullish
Jan 11, 2026 bullish
Jan 11, 2026 bullish
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 …”
Jan 11, 2026 positive
Jan 11, 2026 bullish
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…”
Jan 11, 2026 positive
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…”
Jan 28, 2026 negative
Jan 28, 2026 bullish
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…”
Feb 11, 2026 neutral
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…”
Feb 11, 2026 neutral
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 …”
Feb 11, 2026 bearish
Feb 11, 2026 bearish
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…”
Feb 11, 2026
Feb 11, 2026
Feb 11, 2026 negative
Feb 11, 2026 negative
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…”
Feb 24, 2026 bullish
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…”
Feb 24, 2026 bullish
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…”
Mar 2, 2026 negative
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.”
Mar 2, 2026 bullish
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.”
Mar 11, 2026 positive
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…”
Mar 25, 2026 bullish
Mar 25, 2026 positive
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.”
Mar 25, 2026 bullish
Mar 25, 2026 negative
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”
Apr 20, 2026 bearish
Apr 20, 2026 neutral
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…”
May 4, 2026 neutral
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.”
May 4, 2026 positive
May 4, 2026 positive
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…”
May 4, 2026 positive
May 28, 2026 bearish
May 28, 2026 neutral
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.”
May 28, 2026 neutral
Jun 17, 2026 negative
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. …”
Jul 16, 2026 bearish
Jul 28, 2026 bullish
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.”
Sep 9, 2026 bullish
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…”
Sep 9, 2026 bullish
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…”
Sep 9, 2026 bullish
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…”