Nick Grossman
speaker
350 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Nick Grossman’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
Like, I think five years is a decent, you know, time horizon.
Things are changing so, so, so fast.
But what would, you know, what would we want to see in five years?
Yeah.
Five years from now, I think we will see a number of massive public companies in the consumer AI or the business AI space, whether that's health, legal, finance, that aren't the big labs, right?
Or industrials or whatever, at the application layer, basically.
And so many of those companies are being built right now.
A lot of them have really robust applications.
medium sized valuations.
I think we're going to see a lot of those like mature.
Then I think there's a enormous category of what you might think of as middleware companies, like companies in the middle of the agentic stack, whether that's memory or harnesses or orchestration or payments or whatever.
A lot of those are kind of just getting going as agent orchestration is becoming more of a thing.
They're all going to become more important
How many of those become like really big, important companies?
We're going to see that happen over the next five years.
And then even a layer below that, what is the landscape of actual models look like?
Is it opening an anthropic plus some open source Chinese models and that's it?
Or can we develop open models here in the US in other ways?
We have an investment in a project that's trying to do decentralized model training.
in an open way.
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