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Coatue : AI is entering a new phase: moving beyond digital tools and into fully autonomous systems operating in the physical world. From advanced manufacturing and surgical robotics to robots in the home, the next wave of innovation will be defined by machines that can perceive, decide, and act in real-world environments. As AI escapes the screen, a new generation of companies is emerging to build the…
"The best way to protect yourself from AI is to be the most AI-enabled version of yourself you can be." - Bill Gurley [00:06:56]
"There are two types of people in the world: those that use AI to learn faster than they ever could before and those that use AI to avoid learning altogether." - Chamath Palihapitiya (quoting Mark Cuban)…
"my most controversial opinion is that I think that AI is as big a deal as the internet or mobile and only as big a deal as the internet or mobile" - Benedict Evans [00:02:52]
"imagine you're an accountant seeing the first software spreadsheets in the late '70s this is mind-blowing... but if you were a lawyer looking at that... you'd think well that's very clever…
"Pablo Escobar's job was logistics shipping, and of course much harder form of logistics than what we have to do because it all had to be underground and illegal." - Ryan Petersen [00:00:45]
"Amazon has become the number one freight forwarder on the trans-pacific Asia to the US, and my theory is it's allegedly just a huge amount of fraud." -…
"We actually have a saying that building agents is easy everything else that comes after is hard you've built it now it's a problem you have to manage it." - Tim Hang / Mihai Criveti [00:00:01]
"Every customer I talk to now has 60 or 100 random acts of AI within their organization... they've exploded without any kind of governance, safety, trust,…
"FDE at RAMP has a mandate to win enterprise the the upmarket segment and the way we do that we are allowed to get very creative... we do whatever it takes to win enterprise." - Calvin [00:02:24]
"Because of the rise of AI we can actually start to tackle the full gamut of those problems... you need engineers who actually really understand the use…
"ai agents have different ways to remember stuff and each serves a different purpose" - Host [00:00:00]
"try to stuff too much in there and performance is going to degrade as the model starts losing track of things that are kind of buried in the middle of the context window" - Host…
"The job of the engineer being... are you producing the factory that will produce multiplicative outputs B through Z? Right, and that's a pretty significant change because basically, like we used to believe and used to be somewhat controversial that there's 10X engineers, like now clearly there's 100x or a thousandx engineers." - Guillermo Rauch…
"So you're telling me these customers three or four of them that you have trade tens of billions of dollars a day and they pay next to nothing why can't I have that?" - [Unnamed Party Guest / Vlad Tenev] [00:01:34]
"I entered into math with pure intentions and to be creative but like this was a career... and the aspects of the career that I was…
"So Antropic has done as much in Q1 as all of last year and Open AI has done 30% of what they've done last year in Q1." - Rory O'Driscoll [00:35:06]
"I can't remember except maybe for a year in the internet in the mid '90s where corporate America was so convinced of the ROI of something as it is right now of AI." - Rory O'Driscoll…
"If you have a method, an algorithm, a system where its performance scales with the amount of thinking it does, then fundamentally the speed at which you can do inference, the tokens per second, is exactly the peak intelligence that you can deliver." - Tanishk [00:06:03]
"With DMPC, what we did is to use diffusion models to learn both multi-step action proposals…
"how do you build super intelligence inside a company part of the key thing is not to just use AI as a copilot This is the the thing where you use it as the building layer for everything" - Gary Tan [00:00:00]
"It's like a shared organizational brain It's like the closest thing to us being able to like connect our brains" - Pete Koomen…
"I think like starting a second or a third company is like fundamentally sort of an insane act after you've been successful because you're already obviously like have the money you need so like what are you doing because these things are so hard" - Joe Lonsdale [00:01:04]
"It's like so sci-fi it's a heroin right it's like it's really scary like you…
"The bar between like 80% success rate, 99% success rate, and also 99 to 100 is like as big of a gap as 0 to 80... because of that, we try to build all the critical tech in house." - Jason [00:09:51]
"While this is a really nice short-term way to get good performance on your model, you're essentially always chasing an ambulance—you're never going to be able to get…
"10 stocks right now in the US are nearly 50% of the S&P and they're all levered to the same trend... if you're looking for diversification there's no place to get it other than private markets" - Marc Rowan [00:10:41]
"Financial services firms die from one of two causes: Heart attacks or cancer. Heart attack is funding risk... cancer risk of…
"We know that there's a clock in our body called the tie that tracks how long we're going to live and there's something called talomeorase which stops the clock which means that we can live forever" - Michio Kaku [00:00:06]
"You tilt it the wrong way and there's worlds war You tilt it the other way and there's food and luxury for everyone And it's up to us to decide…
"quantum particles are the fundamental constituents of matter that come together to build up the world around us so protons and neutrons are made up of fundamental quantum particles called quarks" - Hakeem Oluseyi [00:00:54]
"we are a symphony of musical notes in quantum fields... if I zoom in and look at that string really closely you'll see that…
"I think this anthropomorphizing of intelligence and understanding all that is not necessary not appropriate and is is a distraction for many many problems why say it understands i think it's science fiction" - Prof. Michael I. Jordan [00:22:57]
"super intelligent arrive soon so there's nothing left to do that's in your lifetime that is so…
"the infrastructure buildout is behind demand we can't build data centers fast enough to keep up with demand we have a $25 billion backlog" - Andrew Feldman [00:03:43]
"let me just ask you this question how big's the market for slow search really how it's zero... there will be zero market for slow" - Andrew Feldman…
"These LLMs... by their very nature they are probabilistic... but in business often you need deterministic outcomes... you don't want your wire transfers to be mostly right." - Robert Smith [00:04:21]
"Software and enterprise software particularly has been the most productive tool introduced in our business community over the last 50, 60 years now." -…
"The reason why we started looking into training our own models is you can sort of think about the model as sort of like a storage drive... what if we were to allocate all of the bits of information that can be stored inside a model weights to that one particular task." - Federico [00:02:03]
"If you want to craft really great AI products you have…