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Ed Elson

👤 Speaker
561 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Yeah.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Something else you said there, which I think is fascinating and also very true, is this idea of getting the ick with open AI, which I think is an underrated element in the AI race.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

If people decide that they have the ick on any given chatbot, that will decide the trajectory of this economy.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

It does seem in the past few months or so that people are beginning to get the ick on open AI.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

They're kind of getting icked out by Sam Altman and his media appearances.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And I wonder if ads add to that dynamic.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

I think back to that great scene in the social network where Justin Timberlake is talking with Jesse Eisenberg, Mark Zuckerberg, and they're talking about ads.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And he's like, you can't run ads because ads aren't cool.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And I think about this with this too.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

I mean, to me, I think they kind of need to do it because they need to monetize.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

They need to show that to investors, but at the same time, ads aren't cool.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And if you're getting ads in your chat bot, is that something that immediately gives you the ick and causes you to resort to other products?

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

What do you think of that possibility?

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

When we look at some of the other chatbots, so Claude, which is Anthropic's chat product, which has gotten a lot of press recently because of Claude Cowork, which they recently announced, which went viral and everyone was talking about it.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

It seems really impressive.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Gemini has also been getting increasingly popular, increasingly making headlines.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

We're seeing a lot more usage.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Just going into 2026,

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Who do you think is going to win the AI race this year?