Reid Hoffman

speaker
1,774 appearances 1 recordings 1 series first heard Jun 2026 last heard 19 Jun

Reid Hoffman’s voice in public audio — every appearance, attributed to the second.

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

Appearances

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It's no, no, this intelligence
at the scale and cost of electricity is massively useful, massively wanted.
So it doesn't mean you say, well, maybe we built that data center for 50 billion and it actually ends up being worth 40 billion and we've got some operating losses.
But by the way, in operating it, it operates profitably and all the rest and we just have to take a charge down.
that's not a bubble that's volatility in a market.
Yeah.
What do you make of a market, which is so fierce in the competition, this notion that of super intelligence, this race to this Holy grail.
And then a nanosecond, I shut every competitor down.
And I quite literally talk about the Messiah complex.
I own the world in my palm of my hand, maybe literally, um, that, uh,
A company like Google and Gemini are uniquely positioned against an anthropic, against open AI and others, just on the token question, that they can sort of do what companies, Amazon, infamously, many other companies do, and that's just gut their competition and price them out by lowering the cost below their actual cost and have tokens as loss leaders until they bleed out their competition.
Well, they definitely are the cheapest price tokens of the major stuff today.
And it's not having that much of an impact.
Interesting.
Right.
So it isn't to say it's not an issue to pay attention to.
But like, for example, when people kind of check token costs across, call it, you know, OpenAI, Anthropic, and Google, Google is by far and away the cheapest token.
but the heat and usage is still an open eye and, and, and, and anthropic.
And by the way, within the enterprise context, Microsoft, right.
And so, so yes, that's a worry, but it's not really playing out that way.
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