Ryan Mac

speaker

469 appearances 3 recordings 3 series first heard Mar 2026 last heard 19 Jun

Ryan Mac’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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I mean, look, we're not just talking about SpaceX either or Anthropic or OpenAI.

There are massively public companies that are pivoting their whole companies towards AI.

Think of Meta, Google, Microsoft.

You know, these trillion-dollar Apple, for example, trillion-dollar companies that are betting this on being the future.

And, you know, the numbers have borne out and showed that, you know, this...

AI technology is being adopted.

There is certainly some use cases for it, but it is fundamentally shifting the economy.

And so let's say in a couple of years time that it is not this AI boom is not everything we expected to be.

We may get a correction similar to what we saw with the dotcom bubble, for example.

You know, there's all this hype initially, all these companies going public.

And then you get kind of this bus cycle.

And out of that bus cycle, you know, a couple of companies figured out how to make the Internet work as a business.

Yeah, I would say, you know, AI in China are certainly leading the AI race right now.

And that's what's driving a lot of the global economy.

But yeah, I think I'm thinking back to your point on like boom and bust, right?

And, you know, I guess at this point, you're looking at what does success look like for you?

And what's your time horizon?

If it's short term...

maybe you think some of these companies will not be as successful with AI development.

And your choice as an investor is what horse are you betting on here?

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