Alex Kantrowitz
speaker
843 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Yeah.
Yeah.
I mean, I had this presentation that I was giving last year that was like a sort of 101 of what's happening with AI.
And the grand finale was I'm going to vibe code a retirement calculator and Claude.
And I would show that and the room would go nuts.
And now I would show that to you and then get booed out.
People would be like, I do that every day.
So the pace of change, we see this happen like week by week.
And even though it feels like the leaps are week by week, when you zoom out a bit, you start to see the totality of this massive shift that we're going through.
No, I don't think that's blown over.
And I think, you know, as you've seen some of the wariness around big tech spending, part of that is sort of asking where is the value going to be found?
Because there are many layers that can sort of capture the value of this AI moment.
The value meaning where the profitability resides.
Yeah, where are the margins going to be?
It could be the compute.
It could be the model builders.
It could be the applications.
still kind of up in the air about who's going to capture it.
So like what Kimi K2 does, it says, I'm going to put downward pressure on the model part of it and seemingly make the products far more important.
Okay, so there's so much here.
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