Olivia Moore
speaker
3,003 appearances
15 recordings
1 series
first heard Mar 2025
last heard 3d ago
Olivia Moore’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Mar 2026 with 2.
Appearances
No, it's it's definitely hard.
And it's something that we think about a lot when we're making new investment decisions.
I would say at the highest level, kind of how we view AI is not just as a market, but as the reinvention of the whole technology industry, which means that similar to how we have many tech companies that are worth
Hundreds of billions, trillions of dollars now.
I think that's going to be the case for AI, where, in my opinion, at least, it's not winner-take-all.
I think part of the reason for that is these labs have so many resources, but they are still constrained.
They're constrained on like compute, they're constrained on inference, they're constrained on people.
Every second building like a new creative model is a second they could have spent on a coding agent, or a second they could have spent.
And building AGI like
We we're already seeing a really interesting divergence, I would argue, in where those big labs are going, like ChatGPT, Claude, and Gemini.
And there's gonna be lots of gaps in between where it's not a priority for them, but it's still an an awesome and huge opportunity that that an independent company can build a big business around.
Yeah.
So it's a good question.
There's a couple ways that I think about this.
Um the first one would be I personally as a consumer investor have more hesitation around things that are incredibly horizontal.
Like to your point about this is where the chatbot companies might have a right to win.
Or even this is where a Google might have a right to win, as they have so much distribution, both consumer and enterprise, and they own so much of your data already.
So that's why I personally have been less excited about like the AI email, AI calendar, AI docs, those categories.
If you've used like Claude and Excel, it's already like quite, quite good.
Um that being said, I do think that there are still opportunities.
Showing 501–520 of 3,003 · page 26 of 151
← Previous
Next →