Public evidence record
Published podcast speaker
Claim ledger
15 transcript-backed records
01 / belief
“Absolutely. And the thing is, I think we're starting to see that, the cracks of it might be more than cracks now, with OpenAI.”
02 / evaluation
“Today, if you don't have a $5 billion round raised, you're not anything. It's like, okay, well, that doesn't work from a venture perspective.”
03 / belief
“There's unintended consequences, and the unintended consequence was social media happened, and social media, Apple's not a social media company, but it does distribute the apps or make available those apps. And so the way I think about it is we have lots of junk food, and we have an obese nation or obese world because of all the junk food, and it takes us to regulate our consumption to do that and get healthy tools.”
04 / belief
“We're going to get close enough to get there." And then other people were like, " No, my opinion is this.”
05 / belief
“Jeff Bezos says the same thing. I believe in the same thing. You got to fail a few times until you find your way, but you only fail if you stop.”
06 / evaluation
“" And like in the thermostat case, Nest, was we could use AI to learn so it can learn when you're there, when you're away, what temperatures you're like, so you don't have to program it, so you can save energy. So the big pain was being either comfortable or saving money because 50% of your energy bill was in this heating and cooling unit that you hated the interface, you didn't know what it was, you just paid the bill.”
07 / recommendation
“What's proven is if you properly architect it and have Claude Code go into certain sub-segments, or have Claude help you build the architecture, you modify, refine it, lock it in and say, "Just work on these few things and these more limited-scoped things," yeah, you can make that work. And I think that's the way we have to consider how we use these tools in a product management capability as well: to just say it's all abstract away, it's all going to be better.”
08 / prediction
“Now it's different with all software products and all these things and many products can go global right away, but marketing, you still got to tell a story. So it just reminds me that even though we've maybe compressed the time for some pieces of the adoption puzzle, because we can distribute faster, doesn't mean the awareness can get accelerated.”
09 / preference
“Because we think the technology's in service of the customer, not we're going to jam the technology down the customer's throat, and they're going to figure out how to use it.”
10 / commitment
“We had to hang in there with two generations of the smoke detector and a few generations of thermostat before we made the business work, not just make the product work.”
11 / evaluation
“You really need to start thinking systemically about the benefit that you're bringing to this society as a whole, not just to the business that you're in and trying to bring in whatever revenue you're trying to do because at the end of the day, users will feel that and then I think and will reward that as we see with Apple with privacy and people say, "Oh, they're behind because they're so private and there's this.”
12 / evaluation
“Because if you try to do data-driven decisions all the way along, you're either not doing a differentiated product because you're taking data from another thing, or you're just getting just bullshit data, right.”
13 / prediction
“I paid for full self-driving, it's 15 years later, I'm still waiting for full self-driving. So I think we, again, understand what we think we want, but where the technology is and the social adoption and the social trust that needs to be created around that is going to take a lot of time and it's going to take a lot of iterations to get there, and it's especially if you're going to have to pay for it.”
14 / commitment
“I'm going to go and build all these businesses that really matter right now. And we're finally getting traction because people are like what AI and oh, more robotics and now, all of a sudden, we're in vogue, and we've been here really working on our product-market fit, working on our marketing, working on version 3.”
15 / preference
“I think that's the most thing is: rebuild, read other things like that, and really hone your craft, make better products, make a better world because the world only gets better by the things we make and what we bring.”