Neil Dutta

speaker

467 appearances 6 recordings 2 series first heard Jan 2026 last heard 5 Jun

Neil Dutta’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 5.

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So the way that I see the world today is that everything is being driven by the investment boom.

by the build-out.

And I don't know when the handoff happens, but how much of the world is even using these tools, the agentic AI stuff?

What's interesting about where the tenure was before the war and today is that you got the closure and the inflation picking up

concurrently with the crazy boom in Anthropix revenue going from like nine to 45.

And it happened at the same time.

And the point is, nobody's even using these things.

And all we're hearing about is the shortage of compute.

So to suggest or to think or to use the framework that like it's late or we're getting long in the tooth, I kind of think it's just starting.

I love that you said that because all we could observe is... Is that the line's going up?

I agree.

That tells you nothing.

But doesn't the... Whose productivity?

Nobody's using it.

I mean, I know our listeners probably are like, you know, you guys are, but in the real world?

Of course you do.

But they are.

Margins are at an ultimate high and estimates are going up.

All right, so we'll talk about it in a second.

I just want to end the topic with this.

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