Spencer Jakab

speaker
249 appearances 4 recordings 3 series first heard Jan 2026 last heard 30 Jun

Spencer Jakab’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
2 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment
People tend to look at recent examples.
If you have a recent example of a company that's done very well and made you a lot of money, then that sort of adds fuel to the fire.
You have a validation that the next thing is going to do well.
And then if it winds up doing very poorly, then it could kind of poison the well for those future ones.
That's the sort of the basic equation that they're facing.
And so that's why they've chosen this moment really to do it because it's not because these companies are all profitable.
They're not all profitable.
It's because the excitement level is very high.
You know, you wait two, three years.
Oh, let's just wait and see how well it does.
Well, you know, the moment very well could have passed.
As excited as people are about AI, the products really have to be good.
And they are good.
I mean, we all used either ChatGPT or Claude or both of them.
We've used them and we've kind of been blown away by the things that they can do and how quickly they've advanced, too.
It's just in a pretty short amount of time, it's like they went from being in kindergarten to being, you know, like sophomores in high school, right?
It is pretty cool what they can do, but the products kind of have to sell themselves and the business plans have to sell themselves.
And they're kind of flaky business plans.
Let's be honest.
When the dust settles, if you're going to believe all the commitments that have been made, trillions of dollars will have been invested in it.
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