Geoff Woo

speaker
679 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Geoff Woo’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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I think you can choose your own game.
You can be pessimistic and be like, hey, whatever I do, it doesn't matter because OpenAI is going to smash me.
And you can live like that.
And I think your universe will create the conditions in which like, hey, I can't do a startup because OpenAI and Anthropix are going to kill me.
I can't invest because their smart investors are going to take all the alpha from me.
And then you just get depressed.
Sure.
And then you just do drugs or something.
I'll just say what's more publicly known the roadmap.
I think the foundation labs are going to verticalize and do application layer stuff.
I think there's just an open question around where does the value accrue?
Do you just buy Nvidia and SK Hynix because GPUs and memories where all the profits are, which is currently where all the free cash flow is?
Or is it the model layer and you have all this competition from Chinese open source?
Um, or is it the application layer, right?
Like the legal tech, the medical tech, you know, finance tech, right?
Like I know you have a, you know, Sylvia that's, you know, verticalizing AI on financial wealth management side.
Um,
I think that the harness and the context and the applications, you already see open AI and anthropic hiring like PMs and teams like prosecuting against that.
So I think it'll, I could see a world where like there will be like an OAI anthropic, like bio drug discovery, subsidiary or spin out.
There are people building like finance tools.
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