Einar Vollset
speaker
326 appearances
2 recordings
1 series
first heard Jan 2025
last heard 10 Mar
Einar Vollset’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 Mar 2026 with 1.
Appearances
Like, you know, like if you've invented an AI that is like super intelligent to the point that like, okay, we're ants to it.
and like it can just do anything perfectly straight off the bat when you just ask you to do it yeah then i think sas is in trouble but if that's happening like the least of your problems is like what's going on with sas you know all sorts of problems become a problem then instead where i think we're at is like look i think like the models are incrementally getting better but not as much as fast as they were relatively speaking it's sort of my view so it feels a little bit like we're sort of at the you know at least they're starting on the top end of like an s curve of capability
I think that's extremely disruptive to a lot of incumbents.
And so I think, yes, there is some risk to some large incumbents because it's sort of one of the situations where like, okay, there's a lot of change, a lot of uncertainty.
And so, you know, if they misplay it, I can see that they are disruptible in a way that they weren't prior to this AI thing.
But the flip side of that is like, okay, I think people lose track of the fact that what we're dealing with here is software.
I mean, people sort of anthropomorphize AI and that, you know, like in such a way that they think is fundamentally different to like, for example, like I have people who will very happily, like they will not give their email to Gemini, the Google AI, even when they turn off, like, don't use my data for training.
And I'm like, why, why, why, why do you care?
And they're like, oh, because it's not secure.
And I'm like, Google already has your data.
What are you talking about?
It's in Gmail.
You're giving the data back to the same company.
It doesn't matter.
It's the same thing.
But I think people have sort of completely lost that a lot of the time.
And so they anthropomorphize and think about it versus what it is, is software.
It's a new software capability.
And so applying that to public soft stock is basically the bet.
If you're betting against SaaS,
Showing 61–80 of 326 · page 4 of 17
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