Eiso Kant
speaker
1,158 appearances
1 recordings
1 series
first heard Jul 2026
last heard 23 Jul
Eiso Kant’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
which really a couple of years ago was like part of the question, like how big can these things be?
You tell people that like, you know, you'd be at these amount of revenue numbers in our industry right now, people were still like, would laugh you out the room.
Now I think it's a function of who in the world believes that it's going to be an oligopoly of intelligence and who believes that oligopoly can be broken by other companies.
And I think that's what divides investors more than anything else.
For the ones who believe in AGI.
And then you've got a whole layer that, you know, is kind of self-selecting out foundation model companies because they're like, look, I can't make the money I put there, you know, compared to what I can put in an application company is very different.
I think there's incredible application companies and there should be many should be built.
But I do think we are still in a world right now where this is the early innings of this can still be the early innings of who is going to, you know, be part of the set of people who win.
This is intelligence is the most, in my view, going to be the world's most demanded commodity.
It will more commoditize in margin and price.
And the world wants choice and wants options.
And so I think treating the world as like, oh, there's only going to be two players, I think is very short-sighted from investors.
I think that group who thought that was a lot bigger at the beginning of the year than now.
I think the last couple of months have woken up a lot of people and going, holy shit.
The world both can use a lot more intelligence, but also the world is far more complex.
We should have multiple choices, more options, things that can be turned off that can't be.
The restrictions that people put on models now, I think, is another area of this.
The fact that
We are entering into a world where model companies are saying, you're not allowed to use me for foundation model company development.
They should be allowed to do this.
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