Glenn Solomon

speaker

238 appearances 1 recordings 1 series first heard Feb 2026 last heard 18 Feb

Glenn Solomon’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

How I Invest with David Weisburd · E307: Why Size Is the Enemy of Venture Returns w/Glenn Solomon · 18 Feb 2026 podcast

Software businesses are also rapidly adopting AI themselves.

And so some of these traditional software businesses that, we saw this in the cloud era, for example.

In cloud, in the 2010 to 2014 timeframe,

when the hyperscalers, which at that time were called the public clouds, started spending real money on CapEx, which looks cute today, but they were spending 20 and 30 billion.

So a lop off a zero from where they are today.

And investors were panicked about that spend.

What we saw in that era was there were a lot of startups that did very well and disrupted incumbents and took share.

But there were also incumbents that adopted cloud technology quickly

and actually did quite well, created a lot of value for shareholders that bet on them.

I think we'll see the same with AI.

There are some incumbents in the software space that are going to bring AI, that are ready, rapidly bring AI into their own companies, meaning they're building their products faster, more inexpensively, which means they can build more and solve more customer need.

I listened to Fei-Fei Li, who I respect dearly, who's one of the real frontier thinkers in the space, in my opinion, and has been in it for years.

And I think her conclusion is like, yeah, AGI is more a state of mind.

Maybe she didn't quite use those words, but I don't think that there's a moment in time when the world, it's not as binary as a zero or a one.

It's a phase that we're going through.

I think we're seeing just such rapid advancement

in model performance across so many domains and dimensions.

And I think we're in a period where we're going to continue to see that kind of rapid improvement across many, many different disciplines for many years to come.

These are, I think, decades long opportunities that sit in front of us today.

I agree with that.

Showing 141–160 of 238 · page 8 of 12