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Apollo’s Marc Rowan Believes Software PE Returns Will Be "Disastrous" "The price they paid reflected a future that did not have AI in it and now there's AI in it."

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Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”
1:18

Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”

Wall Street Rollup

311,385 görüntüleme • 5 ay önce

ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale
4:33

ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale

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ELON MUSK: “AI can do anything digital, anything that does not require shaping of atoms by hand, probably by the end of next year. AI software will be stockfish-level good meaning that it is impossible for a human to compete in writing software with AI. AI will crush all humans.”
1:09

ELON MUSK: “AI can do anything digital, anything that does not require shaping of atoms by hand, probably by the end of next year. AI software will be stockfish-level good meaning that it is impossible for a human to compete in writing software with AI. AI will crush all humans.”

DogeDesigner

113,976 görüntüleme • 23 gün önce

“There’s a Mexican standoff happening between product manager, designer, and coder.” Marc Andreessen on how AI is reshaping core tech roles: “Every coder now believes they can also be a product manager and a designer, because they have AI. Every product manager thinks they can be a coder and a designer. And every designer knows they can be a product manager and a coder.” “People in each of those roles now know or believe that with AI, they don’t need the other two roles anymore.” Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky
1:37

“There’s a Mexican standoff happening between product manager, designer, and coder.” Marc Andreessen on how AI is reshaping core tech roles: “Every coder now believes they can also be a product manager and a designer, because they have AI. Every product manager thinks they can be a coder and a designer. And every designer knows they can be a product manager and a coder.” “People in each of those roles now know or believe that with AI, they don’t need the other two roles anymore.” Marc Andreessen 🇺🇸 on Lenny's Podcast with Lenny Rachitsky

a16z

429,766 görüntüleme • 7 ay önce

🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath
0:56

🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath

Mario Nawfal

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NEW - Meta’s former chief AI scientist Yann LeCun says that in the future AI innovation and top scientists will come from India and Africa, as they have "favorable demographics... The youth is the most creative part of humanity. There's a deficit of that in the North, largely."
2:03

NEW - Meta’s former chief AI scientist Yann LeCun says that in the future AI innovation and top scientists will come from India and Africa, as they have "favorable demographics... The youth is the most creative part of humanity. There's a deficit of that in the North, largely."

Disclose.tv

1,347,348 görüntüleme • 7 ay önce

Punjab also, Excellency, now happens to be the most AI-enabled province. We are investing hugely in AI. Punjab is the only province to have a dedicated AI office. It is called the Office of the AI. And we are trying to implement all that we can, make use of the technology not only in governance, but in everything that we come across, be it health, be it education, be it livestock, be it agriculture. Only this morning I had a meeting with Huawei, and I had meetings with Alibaba. And I am very eager to learn from their AI medical interventions. We have also started that in Pakistan. #MaryamNawazInChina
0:40

Punjab also, Excellency, now happens to be the most AI-enabled province. We are investing hugely in AI. Punjab is the only province to have a dedicated AI office. It is called the Office of the AI. And we are trying to implement all that we can, make use of the technology not only in governance, but in everything that we come across, be it health, be it education, be it livestock, be it agriculture. Only this morning I had a meeting with Huawei, and I had meetings with Alibaba. And I am very eager to learn from their AI medical interventions. We have also started that in Pakistan. #MaryamNawazInChina

PMLN

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Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”
1:28

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

29,787 görüntüleme • 1 ay önce

Sam Altman says AI will soon let anyone create software just by describing it in plain English anyone with an idea can describe it, and AI will build, debug, and deploy it for you "if you have a great idea, AI will make it happen for you"
0:42

Sam Altman says AI will soon let anyone create software just by describing it in plain English anyone with an idea can describe it, and AI will build, debug, and deploy it for you "if you have a great idea, AI will make it happen for you"

Haider.

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Adam Silver believes AI will be a huge factor for the NBA and will be implementing AI throughout the league in the years to come: "There's no doubt that AI will have the same impact on sports... how we're going to be able to view our telecasts... We're about to witness probably the most significant change to our great league, certainly in my lifetime, in how sports are presented."
2:14

Adam Silver believes AI will be a huge factor for the NBA and will be implementing AI throughout the league in the years to come: "There's no doubt that AI will have the same impact on sports... how we're going to be able to view our telecasts... We're about to witness probably the most significant change to our great league, certainly in my lifetime, in how sports are presented."

Ahmed/The Ears/IG: BigBizTheGod 🇸🇴

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Elon Musk on why SpaceX must win in AI. 🤖🚀 "We must succeed on the software front." Musk says SpaceX's AI future depends on three things: • AI hardware on the ground • AI software • AI satellites powered by solar energy He also says Terafab will play an important role in building that future. But the most important part, according to Musk, is Grok. "We're going to be training Grok on the sum total of all space information." Musk describes SpaceX as the "parents" of the AI—saying Grok will inherit the thoughts, ideas, beliefs, and values of the people who build it. And his biggest message is simple: "We must win on AI." Because Musk believes the future will be overwhelmingly dominated by AI and robots. The goal isn't just to build the smartest AI. It's to build an AI with the right values—and make sure it helps humanity move forward. 🤖🌍🚀
1:50

Elon Musk on why SpaceX must win in AI. 🤖🚀 "We must succeed on the software front." Musk says SpaceX's AI future depends on three things: • AI hardware on the ground • AI software • AI satellites powered by solar energy He also says Terafab will play an important role in building that future. But the most important part, according to Musk, is Grok. "We're going to be training Grok on the sum total of all space information." Musk describes SpaceX as the "parents" of the AI—saying Grok will inherit the thoughts, ideas, beliefs, and values of the people who build it. And his biggest message is simple: "We must win on AI." Because Musk believes the future will be overwhelmingly dominated by AI and robots. The goal isn't just to build the smartest AI. It's to build an AI with the right values—and make sure it helps humanity move forward. 🤖🌍🚀

Tesla Owners Silicon Valley

83,242 görüntüleme • 1 ay önce

Marc Andreessen's new interview, on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips, and the energy, and then software is all open source."
1:32

Marc Andreessen's new interview, on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips, and the energy, and then software is all open source."

Rohan Paul

396,915 görüntüleme • 7 ay önce

Marc Andreessen on the AI race: 20 years from now, the world is going to be running on either Chinese AI or American AI. AI will be the control layer to everything, and it will teach your kids.
1:19

Marc Andreessen on the AI race: 20 years from now, the world is going to be running on either Chinese AI or American AI. AI will be the control layer to everything, and it will teach your kids.

David Sacks

2,160,415 görüntüleme • 1 yıl önce

Marc Andreessen says AI will be the software that controls everything and defines reality, so AI censorship like the previous White House administration were proposing is especially dangerous
1:14

Marc Andreessen says AI will be the software that controls everything and defines reality, so AI censorship like the previous White House administration were proposing is especially dangerous

Tsarathustra

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The future will be built by American workers supercharged by AI. Without any background in software engineering, Palantir American Tech Fellow Brittany Molenaar from Grand Rapids, Michigan, built the tool she knew her clinic needed, an anti-sepsis platform that reduced time to first dose. “I started this project because I cared about a problem, not because I knew a solution. AI helped me bridge that gap. The future will be solved by the people who understand the challenges best, and now we have the tools to solve it ourselves.”
7:18

The future will be built by American workers supercharged by AI. Without any background in software engineering, Palantir American Tech Fellow Brittany Molenaar from Grand Rapids, Michigan, built the tool she knew her clinic needed, an anti-sepsis platform that reduced time to first dose. “I started this project because I cared about a problem, not because I knew a solution. AI helped me bridge that gap. The future will be solved by the people who understand the challenges best, and now we have the tools to solve it ourselves.”

Palantir

42,721 görüntüleme • 1 ay önce

If Muslim Community believes that it is a fountain and not a Shivling, why are they not allowing ASI survey to be conducted? If it is a fountain and not a Shivling, it must be investigated, and if we have misled the nation, it will be exposed.
0:43

If Muslim Community believes that it is a fountain and not a Shivling, why are they not allowing ASI survey to be conducted? If it is a fountain and not a Shivling, it must be investigated, and if we have misled the nation, it will be exposed.

Vishnu Shankar Jain

93,428 görüntüleme • 1 yıl önce

Bloomberg warns that China’s AI price war may make profitability difficult for years. They should be more worried about Wall Street. If the price war continues, the real casualty may not be AI. It may be the entire valuation structure built around it. OpenAI and Anthropic are valued as though frontier intelligence will remain scarce, expensive, and capable of producing software-like margins. Hyperscalers are spending hundreds of billions on infrastructure based on that assumption. Nvidia’s valuation depends on those capital expenditures continuing for years. But Chinese models are driving token prices toward commodity levels. Usage can explode while revenue per token collapses. The servers become busier. The models become cheaper. The profits fail to appear. Nvidia has real revenue and real margins, so it is not the weakest link. But even Nvidia is priced on the belief that today’s extraordinary AI capital expenditure will remain economically justified. If cheaper models, better efficiency, and open weights destroy the expected returns on that infrastructure, Wall Street will not merely reprice OpenAI and Anthropic. It will reprice the entire AI chain. America built the AI bubble on Nvidia. Nvidia built its empire on TSMC. Taiwan built its economic security around TSMC. If Chinese efficiency destroys the economics of brute-force AI, the repricing will not stop in Silicon Valley. It will cross the Pacific and land in Hsinchu. AI may continue transforming the world while the AI bubble collapses. The internet survived 2000. The valuations did not.
3:03

Bloomberg warns that China’s AI price war may make profitability difficult for years. They should be more worried about Wall Street. If the price war continues, the real casualty may not be AI. It may be the entire valuation structure built around it. OpenAI and Anthropic are valued as though frontier intelligence will remain scarce, expensive, and capable of producing software-like margins. Hyperscalers are spending hundreds of billions on infrastructure based on that assumption. Nvidia’s valuation depends on those capital expenditures continuing for years. But Chinese models are driving token prices toward commodity levels. Usage can explode while revenue per token collapses. The servers become busier. The models become cheaper. The profits fail to appear. Nvidia has real revenue and real margins, so it is not the weakest link. But even Nvidia is priced on the belief that today’s extraordinary AI capital expenditure will remain economically justified. If cheaper models, better efficiency, and open weights destroy the expected returns on that infrastructure, Wall Street will not merely reprice OpenAI and Anthropic. It will reprice the entire AI chain. America built the AI bubble on Nvidia. Nvidia built its empire on TSMC. Taiwan built its economic security around TSMC. If Chinese efficiency destroys the economics of brute-force AI, the repricing will not stop in Silicon Valley. It will cross the Pacific and land in Hsinchu. AI may continue transforming the world while the AI bubble collapses. The internet survived 2000. The valuations did not.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

13,962 görüntüleme • 1 ay önce