Stephen Balaban
speaker
657 appearances
4 recordings
1 series
first heard May 2025
last heard 31 Aug
Stephen Balaban’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 — 3 in all, peaking in Aug 2026 with 1.
Appearances
Yeah.
Um okay.
So
The the the first one is just uh uh obviously I think if you look back, there was that um that Sequoia uh Think Boy piece um that was published on like uh where's the G you know, where's the AI revenue?
What's you know Sure, sure they sort of did that.
It w it there there's a lot wrong with that analysis.
Um so I don't need to go into that, but I'd say like the general pessimism of like, oh it's a
bubble, it's a bubble, it's a bubble.
Yeah.
I I just remember, you know, I started Lambda in two thousand twelve.
Twenty thirteen was the year that like Mark Zuckerberg went to Nerx and and hired hired um Jan Lacun uh to to start Facebook AI research at the time.
And ever I just remember everybody in the field kind of at the time looking around, oh is is is it a bubble?
You know, Google's just bought Deep Mind and uh
Yeah you know, Facebook's buying Jan Lacun.
So it must be a bubble 'cause cause Mark Zuckerberg just came to Neurox.
But um
I think that I think that in general everybody underestimates how just what exponential growth looks like from you know, it it always looks the same in the t the the same you know, wherever you are it always looks looks essentially the same.
Um
And
w how good the code generation has gotten over the last ninety days.
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