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Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)

“I think for me at least, again just speaking personally, too, I had a very strong element of skepticism initially because the timing was just too perfect.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
6 Sept 2023
Publisher
Acquired

Transcript context

…I think what you’re saying is one could be a bear on your own experience. Every time you try to use a generative AI application, it doesn’t fit into your workflow. You don’t find it useful, you’re not sticky. But on the other hand, actually what AI will be is a sum of a whole bunch of niches. There’s a video game market, there’s a writing market, there’s a creative writing market, there’s a software developer market, there’s a marketing copy market. There are a million of these things and you just may happen to not fall into one of the first few niches of it. I think for me at least, again just speaking personally, too, I had a very strong element of skepticism initially because the timing was just too perfect. It was like, all UVCs out there, you just told everybody about how crypto’s the future and whatever you’re talking about, and then interest rates went to 5% and your world fell off a cliff. The number of people who were out raising a fund and they’re like, the future is AI. This is the best time ever to be investing.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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