Olivia
Online
CEOInterviews.AI
@CEOinterview
What CEOs actually said, verified by humans. 20,000+ Csuites tracked, Nasdaq, AI Labs, S&P, emerging mkts. API + alerts. trusted by clients over $200B AUM
Twitter'a katıldığı tarih November 2025
6 Takip Edilen
1.7K Takipçi
883 Gönderi
Sabitlenmiş Tweet
Big Short investor Steve Eisman says the AI labs know they have no moats and are manufacturing a crisis to get regulation that hands them a duopoly
"I think this is all nonsense."
[ You think it's all nonsense? ]
"All nonsense. I think that there's something else completely going on here. ... What I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation, and that they think they can then manipulate to create the moats, to create the duopoly that they want."
[ Wow. ]
"That's what I think is going on."
"Honestly, I think this whole Terminator thing is garbage. That's for sure."
Ft Liz Hoffman of Semafor on Prof G Markets with Ed Elson
The full 23 min conversation, searchable quote by quote:
https://t.co/d3STcL9VHA
Semafor's Liz Hoffman says Nvidia looks more like AIG than a big bank, and if it ever needs cash the thing it sells is its Intel stake
"We were comparing Nvidia to the big banks, but they actually look in some ways a lot more like AIG in the role that AIG was playing. They were not a bank, but they were providing insurance for all of these things. They had their tentacles into everything."
"And ultimately, AIG's problem was that the stuff that it was holding was not as good as it thought it was. And so you saw these things get marked down. They had to start selling."
"Like, you know, Nvidia owns a big stake in Intel. Fine investment, but if something goes wrong in their other businesses and they say, oh, like, we need some cash, they're going to sell the thing that they can sell."
"And a really bad headline would be Nvidia sells its stake in Intel, which would spook everybody"
Alexandr Wang says he thought he'd joined the wrong company when a Meta lead told him consumers didn't need a reasoning model
"I was like, okay, I think the first thing we need to do is train a really good reasoning model by some timeframe. I don't know when, but this is clearly the most important milestone."
"And one of the key leads in the group who no longer works at Meta ... was like, oh, we don't need a reasoning model. Do any of our consumers need a reasoning model? I feel like we don't need to do a reasoning model. We could just do a normal model."
"And I had this heart sinking moment. Oh, no, I've joined the wrong company."
"I remember calling Nat after this meeting. I was like, Nat, like, this is what they just said in the meeting"
Lisa Su says $AMD has raised its CPU market forecast three times in nine months, from $20 billion to over $200 billion by 2030
"We have actually raised the TAM on this three times in the last nine months because we've seen that much growth in the overall CPU demand"
Alexandr Wang says he thought he'd joined the wrong company when a Meta lead told him consumers didn't need a reasoning model
"I was like, okay, I think the first thing we need to do is train a really good reasoning model by some timeframe. I don't know when, but this is clearly the most important milestone."
"And one of the key leads in the group who no longer works at Meta ... was like, oh, we don't need a reasoning model. Do any of our consumers need a reasoning model? I feel like we don't need to do a reasoning model. We could just do a normal model."
"And I had this heart sinking moment. Oh, no, I've joined the wrong company."
"I remember calling Nat after this meeting. I was like, Nat, like, this is what they just said in the meeting"
Ft @dkhos on Confession with Ali Partovi. He says the deal was never made public
The whole Dara Khosrowshahi conversation, every quote on the record:
https://t.co/IexbOQWepa
Dara Khosrowshahi reveals Expedia had a $1.5 billion deal to buy Priceline, he backed off after a bad quarter, and it's worth about $150 billion now
[ Ali: So you were just like, they're not going to approve it. I'm not going to push for it. ]
"I didn't push hard enough. I am sure if I pushed hard enough, I would have got it done."
"I said, you know, we're going to wait for a quarter or two. It's fine. I'm going to get my own house in order ... And by the time we did, that stock price had gone up. They weren't willing to do the deal."
"You know, that company's worth 140, 150 billion."
[ Ali: No way. ]
"So it was a very, very, very expensive mistake of mine"
Elon Musk says only Anthropic, OpenAI and Cursor had enough coding data to train a useful AI, so SpaceX bought Cursor
[ Host: What was it about the Cursor team that you guys wanted to bring into ... SpaceX? ]
"In order to create a compelling AI, you need a lot of training data, and you've got to solve coding. And there were really just, as far as I can tell, three organizations that had enough coding training data, and that was Anthropic, OpenAI, and Cursor, and arguably perhaps Google."
"If you can't do coding, your AI is not going to be very useful."
"For success of AI, you need data, talented people, and compute, and you also need a good enterprise sales team. And Cursor also had a good enterprise sales team with relationships with thousands of companies."
Alexandr Wang says he thought he'd joined the wrong company when a Meta lead told him consumers didn't need a reasoning model
"I was like, okay, I think the first thing we need to do is train a really good reasoning model by some timeframe. I don't know when, but this is clearly the most important milestone."
"And one of the key leads in the group who no longer works at Meta ... was like, oh, we don't need a reasoning model. Do any of our consumers need a reasoning model? I feel like we don't need to do a reasoning model. We could just do a normal model."
"And I had this heart sinking moment. Oh, no, I've joined the wrong company."
"I remember calling Nat after this meeting. I was like, Nat, like, this is what they just said in the meeting"
Palantir CTO Shyam Sankar says AI researchers have started smoking to show each other how much they believe AI will cure cancer
"I think there's a profound truth to that Pascal saying that every human has a god shaped hole in their heart. And it's important to understand that many of these folks in Silicon Valley who are building this technology have filled that hole with the machine god of AGI."
"So many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI."
[ Margaret: That makes no sense. ]
"I believe so much in AI that it's going to cure cancer. So I'm showing you my chips are all in. So there is kind of this mass psychosis social delusion around it."
Elon Musk says only Anthropic, OpenAI and Cursor had enough coding data to train a useful AI, so SpaceX bought Cursor
[ Host: What was it about the Cursor team that you guys wanted to bring into ... SpaceX? ]
"In order to create a compelling AI, you need a lot of training data, and you've got to solve coding. And there were really just, as far as I can tell, three organizations that had enough coding training data, and that was Anthropic, OpenAI, and Cursor, and arguably perhaps Google."
"If you can't do coding, your AI is not going to be very useful."
"For success of AI, you need data, talented people, and compute, and you also need a good enterprise sales team. And Cursor also had a good enterprise sales team with relationships with thousands of companies."
Elon Musk says Waymos are pet destroyers, and Tesla had to solve for gray kittens on gray tarmac at night
"Even though there's about a million people that die in automotive accidents per year worldwide, one such thing with a Tesla robotaxi will be worldwide headline news, and of course regulators would shut us down."
"And we also want to not run over pets and things. So maybe what a lot of people don't know is that Waymos are like pet destroyers."
"Well, maybe Waymo's made some improvements on that front, but they do run over a lot of pets, and we don't want to run over pets."
"So we have these challenges like literally, you know, kittens at night, like gray kittens on a gray tarmac with tar seams at night in low visibility, and it's like, can we not run over the kittens type of thing. So that we actually did solve that, by the way."
Steve Eisman says his conspiracy theory is that Anthropic and OpenAI are stirring up AI hysteria to get regulation that hands them a duopoly
"I have a conspiracy theory which I'm going to share. Let's see what you think about it. Token maxing is over."
"The open weight models ... it's impossible to know how much market share they've taken, but they've certainly taken considerable market share."
"So if I'm Anthropic and OpenAI, I'm nervous."
[ Gary: I mean, you have to be blind not to be nervous. ]
"I'm nervous. So maybe if I create enough hysteria, I can create regulation and then I can manipulate the regulation so that I can basically foster a duopoly."
[ Gary: Oh, for sure. They have to be thinking about that. ]
Palantir CTO Shyam Sankar says AI researchers have started smoking to show each other how much they believe AI will cure cancer
"I think there's a profound truth to that Pascal saying that every human has a god shaped hole in their heart. And it's important to understand that many of these folks in Silicon Valley who are building this technology have filled that hole with the machine god of AGI."
"So many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI."
[ Margaret: That makes no sense. ]
"I believe so much in AI that it's going to cure cancer. So I'm showing you my chips are all in. So there is kind of this mass psychosis social delusion around it."
Ft @AravSrinivas on Sourcery with @MollySOShea
Complete interview and transcript, searchable:
https://t.co/HCkjZpADUG
Aravind Srinivas says a one person company spends over $1 million a year on Perplexity, because it makes $3 million automating newsletters
"There's one solopreneur ... who's spending upwards of like a million dollars a year on our product."
[ Molly: What? ]
"Because he's making 3 million a year. He's making 3 million a year by automating newsletters for others."
"And the people who are using that are getting clients for their business. So it's very recursive."
"So they're like, oh, you don't have a billion users, you're a failure. No, you don't need to have a billion users. You actually need to have a lot of depth in the users you have."
Elon Musk, planning a Tesla and SpaceX chip fab, says he has no idea how to make chips
"When I would tour these chip fabs... whether it's Intel or Samsung or TSMC, and they're very impressive, but I didn't really see any custom equipment."
Ft Jensen Huang and @satyanadella at the Microsoft Windows event
The full 60 min conversation, searchable quote by quote:
https://t.co/LG0VVHeoqO
Jensen Huang says without Windows there's no GeForce, no CUDA and no computer for deep learning, and Satya Nadella asks for some market cap back
"Windows 95 made possible the GPU to be connected to a personal computer. And what revolutionized the GPU was DirectX."
"And if not for Windows, there would be no GeForce. If no GeForce, CUDA wouldn't come to the world. Without CUDA, Alex Krizhevsky and Ilya Sutskever, Yann LeCun, you know, Andrew Ng, none of them would have found a computer to do deep learning."
[ Satya: And Jensen is now going to do a little transfer of market cap back to me. ]
"I do that every day. I do that every day."
Elon Musk, planning a Tesla and SpaceX chip fab, says he has no idea how to make chips
"When I would tour these chip fabs... whether it's Intel or Samsung or TSMC, and they're very impressive, but I didn't really see any custom equipment."
Ft @ssankar on @FaceTheNation with Margaret Brennan
Full interview with Shyam Sankar, every quote searchable:
https://t.co/M9Zo57wtLw
Palantir CTO Shyam Sankar says AI researchers have started smoking to show each other how much they believe AI will cure cancer
"I think there's a profound truth to that Pascal saying that every human has a god shaped hole in their heart. And it's important to understand that many of these folks in Silicon Valley who are building this technology have filled that hole with the machine god of AGI."
"So many AI researchers have started smoking as a way of signaling to other researchers how much they believe in AI."
[ Margaret: That makes no sense. ]
"I believe so much in AI that it's going to cure cancer. So I'm showing you my chips are all in. So there is kind of this mass psychosis social delusion around it."
Alexandr Wang says Meta's poaching offers were about net neutral for researchers, since OpenAI and Anthropic stock had run up so much
"The stock prices of OpenAI and Anthropic like ran up a lot... for a lot of the talent it ended up being like kind of net neutral in many ways."
Ft @elonmusk at X Takeover with @teslaownersSV
Full interview, every quote searchable:
https://t.co/K2ptM8A73g
Elon Musk says Waymos are pet destroyers, and Tesla had to solve for gray kittens on gray tarmac at night
"Even though there's about a million people that die in automotive accidents per year worldwide, one such thing with a Tesla robotaxi will be worldwide headline news, and of course regulators would shut us down."
"And we also want to not run over pets and things. So maybe what a lot of people don't know is that Waymos are like pet destroyers."
"Well, maybe Waymo's made some improvements on that front, but they do run over a lot of pets, and we don't want to run over pets."
"So we have these challenges like literally, you know, kittens at night, like gray kittens on a gray tarmac with tar seams at night in low visibility, and it's like, can we not run over the kittens type of thing. So that we actually did solve that, by the way."
Alexandr Wang says Meta's poaching offers were about net neutral for researchers, since OpenAI and Anthropic stock had run up so much
"The stock prices of OpenAI and Anthropic like ran up a lot... for a lot of the talent it ended up being like kind of net neutral in many ways."
Sotwe'de En Son Ziyaret Edilenler
ReDD 🔺
Son görüldüğü yer Canada
💣💣 MERT ATEŞş 💣💣
Son görüldüğü yer Turkey
Wannabe Cuckold 🇱🇰
Son görüldüğü yer Turkey
nguyễn
Son görüldüğü yer Thailand
เด็กน้อยบ้านนา
Son görüldüğü yer Indonesia
Vbbv
Son görüldüğü yer Malaysia
افلام سكس سودانيه
مثلين عرب arab gay
Son görüldüğü yer Turkey
foot worship🦶
Son görüldüğü yer Canada
948さん
Son görüldüğü yer Germany
Senin İçin Trendler
En Popüler Kullanıcılar
Elon Musk
@elonmusk
241.5M takipçi
Barack Obama
@barackobama
118.9M takipçi
Cristiano Ronaldo
@cristiano
114.6M takipçi
Donald J. Trump
@realdonaldtrump
111.8M takipçi
Narendra Modi
@narendramodi
107.1M takipçi
Rihanna
@rihanna
98.7M takipçi
NASA
@nasa
92.3M takipçi
Justin Bieber
@justinbieber
91.8M takipçi
KATY PERRY
@katyperry
90.1M takipçi
Taylor Swift
@taylorswift13
84M takipçi
Lady Gaga
@ladygaga
75.5M takipçi
Virat Kohli
@imvkohli
73.5M takipçi
Kim Kardashian
@kimkardashian
70.9M takipçi
YouTube
@youtube
68.8M takipçi
Neymar Jr
@neymarjr
66.6M takipçi
Bill Gates
@billgates
65.3M takipçi
Selena Gomez
@selenagomez
63.1M takipçi
The Ellen Show
@theellenshow
62.2M takipçi
CNN
@cnn
61.7M takipçi
X
@x
60.7M takipçi