CEOInterviews.AI @CEOinterview

Full interview: ceointerviews.ai/interview/1332…

Marc Lasry says the WNBA draws a third fewer viewers than the NBA and gets 3% of its media money, and the deal comes up in three years "Average NBA game, a million and a half viewers. Average WNBA game is about a million to 1.2 million. So it's 20% to a third less." "The media deal for the NBA is $7.7 billion. Do you know what the media deal for the WNBA is? It's 200 million. It's literally 3% of the NBA." "Now, we can all do math. If you've got max a third less watching, shouldn't it just be a third less on the media deal? I don't care, make it 50% less. But it's not, it's 3%, it's 97% less." "So their media deal comes up in three years. You will see that explode, right?" "Ticket sales, sponsorship, it's growing like 30% a year. So it's a great business."

CEOInterviews.AI @CEOinterview

a day ago

Zuckerberg recalls the AI in his MMA gym telling him he was lazy that round, then sending him a photo of himself flat on his back "You know, I'm really into MMA. I put cameras in my MMA gym and I ask it to just kind of watch the cameras when I'm training and in between rounds

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Ft @ylecun on @Briankeating Link: ceointerviews.ai/interview/1322…

Yann LeCun says human level AI is five or six years out and he is probably wrong about that too, while Altman, Musk and Amodei keep selling two "Is it going to happen in five or six years? I think this is a distribution with a tail that's very long, and the history of AI is that people just keep underestimating how hard it is." "I'm probably making the same mistake right now when I say five or six years." "It's not going to happen next year, like you might have heard from some other folks." "Sam Altman, Elon Musk, various people, or Dario Amodei saying, yeah, it's going to happen within the next two years or something." "But again, where is my cat? Where is my domestic robot? Where is my level five self driving car? Where is the self driving car that can learn to drive in 20 hours of practice without killing itself?"

CEOInterviews.AI @CEOinterview

a day ago

OpenAI president Greg Brockman says their model solved Navier Stokes, one of the seven Millennium Problems, by showing the equations break down "Today we announced that our model had solved the Navier Stokes problem, that we found a counterexample or a sort of proof that these

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Replit CEO Amjad Masad says the AI in the OpenAI Hugging Face incident could change its own logs, and it tried "Having agents operate in secure environments in important contexts such as governments, enterprises, things like that, you need them to be verifiable. You need every action to be reversible. You need everything to have an audit log." "I look at the OpenAI Hugging Face incident, and the lens on it right now is that AI safety lens. Which is fine, but actually the lens that's missing is a cybersecurity lens." "Why weren't there any detection and monitoring happening? Why was the sandbox so weak?" "There was also a lack of integrity where the AI actually could change the logs, and the AI attempted that." "We have to come to terms with the fact that agents will go rogue, no matter what."

CEOInterviews.AI @CEOinterview

23 hours ago

$CRWD CEO George Kurtz says the new apex predator in cyber is the agent state, and it is already on your payroll [ Are we going to be able to effectively defend ourselves as these models continue to get more and more powerful? ] "Well, you have to." "Nation state obviously was

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Ft @finkd the security half of the Muse interview The whole Mark Zuckerberg conversation, every quote on the record: ceointerviews.ai/interview/1329…

Mark Zuckerberg reveals $META Muse runs a second agent called the Sentinel that watches the first, which never gets to decide what it can do [ How did you decide where Muse should be able to do things that are autonomous versus where it has to come back and ask me? ] "Well, I think basically anytime it's accessing a new service or if it's going to do a transaction, for the first time it should basically get your permission." "And the way it works is that the agent itself doesn't actually get to decide what it can do on its own." "There's this whole separate system that I mentioned that we call the Sentinel agent that monitors the data that's going out from your virtual machine, and if it notices that there's anything sensitive, then it will flag that for you to review before taking the action." "You basically have multiple agents as part of the Muse system. There's the system that does things for you, and there's a whole system that is just focused on making sure that your data is secure and that anything that should be reviewed by you is."

CEOInterviews.AI @CEOinterview

a day ago

Zuckerberg recalls the AI in his MMA gym telling him he was lazy that round, then sending him a photo of himself flat on his back "You know, I'm really into MMA. I put cameras in my MMA gym and I ask it to just kind of watch the cameras when I'm training and in between rounds

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Ft @cristianoamon on @YahooFinance the 1973 Bronco is the real story Link: ceointerviews.ai/interview/1329…

Cristiano Amon says the street gives $QCOM zero credit for the data center, the last time people told him a technology couldn't work it was CDMA "And of course, we're getting no credit on the data center, which is fine." "It's okay, I'm just going to continue to execute, and it's going to be like auto. When we show up, people are going to say, oh, look what you built." [ It's got to be frustrating. $15 billion by 2029 in data centers is small. ] "Not frustrating for Qualcomm. This is our history. When we started as a company, we said CDMA is the best technology. People said CDMA doesn't work, it's not even possible as a technology." "I think the company is about proving people wrong, and so we stick with our traditions."

CEOInterviews.AI @CEOinterview

2 days ago

Qualcomm $QCOM CFO Akash Palkhiwala names Amazon as a custom chip customer and says one more global hyperscaler is engaged on top of that [ A little less than a year ago, you announced that Humain deal in Saudi Arabia, and a few months ago this year, you announced that deal with

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Ft @bchesky on @CNBC with @davidfaber Complete interview and transcript, searchable: ceointerviews.ai/interview/1332…

Airbnb $ABNB CEO Brian Chesky says the company ships 80% more software than a year ago and AI now handles almost half its support tickets "Number one, we are shipping 80% more software than we were a year ago. So this is like a super tool that allows us to ship as much as possible." "We have one of the most difficult customer service challenges in the world... Now we can train an AI that understands the entire context. Almost half our tickets are now handled by AI." "And so I think what you're seeing is we are now growing faster than our competitors because we are becoming a more AI native company." "At the beginning of this year, we hired a guy named Ahmad Al Dahle. He was the leader of Meta AI, essentially the Llama models."

CEOInterviews.AI @CEOinterview

19 hours ago

Amazon CTO Werner Vogels says $AMZN is hiring as many junior developers as it did in the past, and the number of jobs won't change [ Some of the tech executives involved in developing AIs, they were saying this publicly on many occasions... ] "Look, one of the areas where the

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Replit CEO Amjad Masad reveals a speechwriter in the US government built software that replaced a $50 million contract [ Are most of the models good enough? Do you need the high end stuff? ] "Now we're seeing people building mission critical software. The US government, for example, is one of our customers, and we've had people there with no tech background that are building software that is saving the government tens of millions of dollars." "Usually that goes out to contractors, and those contractors are really overcharging the government." "Now with current technology, a speechwriter was able to build software in government that replaced a $50 million contract." "And so the models have gotten to the point that they can generate code as good as an engineer now."

CEOInterviews.AI @CEOinterview

a day ago

Zuckerberg recalls the AI in his MMA gym telling him he was lazy that round, then sending him a photo of himself flat on his back "You know, I'm really into MMA. I put cameras in my MMA gym and I ask it to just kind of watch the cameras when I'm training and in between rounds

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Ft @TruthGundlach @DLineCap, pairs with the Mike Wilson issuance clip Every word Jeffrey Gundlach said here, timestamped and searchable: ceointerviews.ai/interview/1334…

Jeffrey Gundlach warns AI bond spreads blew out from 50 to 125 bps while the rest of investment grade didn't move, and he can't tell who's buying "We see that the AI spread was only 50 and now it's up at about 125, so 75 basis points of widening over that time period. There's no change in investment grade spreads." "On the right side of the exhibit, we do the same thing for high yield, and here it's even more dramatic because the widening of the AI sector has gone from about 180 basis points to 325 or so." "So we've seen a big divergence here, and this is something that we should really be paying attention to." "So I'm not really sure who's buying all these AI related bonds. It might be insurance companies that are owned by private credit firms that are owned by private equity firms that are dictating the activities of these captive insurance companies."

CEOInterviews.AI @CEOinterview

18 hours ago

Morgan Stanley's Mike Wilson says the new Fed chair hasn't done his homework yet and predicts no tight balance sheet going into the midterms [ Do you think that you could see the broadening out continue even if you see some real declines in not only the hyperscalers, but say the

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Ft @rabois on @tbpn Full interview with Keith Rabois, every quote searchable: ceointerviews.ai/interview/1331…

Keith Rabois says a margin miss after an OpenAI or Anthropic IPO would immediately reset virtually every AI valuation "The most devastating thing to the frothy hype and the traction that we're seeing with AI and the funding of it from VCs would be Anthropic and/or OpenAI have a blip in their public exits, their IPOs." "So they could have a miss on revenue tracking, a miss on margin, something like that. That would be catastrophic, and it would immediately reset virtually all valuations in the AI world and probably deprive half the companies that are raising money from access to capital." "I'm not saying that's going to happen or is likely, and I think if they miss, it would be more on the margin side than on the revenue side right now. But if they do, everybody is predicating their valuations in new investments in dollars on the idea that you can build a trillion dollar company within the lifecycle of a venture fund."

CEOInterviews.AI @CEOinterview

3 days ago

Arthur Hayes says OpenAI needs a government bailout or a merger and the VCs locked up in the frontier labs never get that DPI "And okay, maybe Anthropic goes public. They need to get their sh*t together and get out there immediately because there's too many people asking too

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Ft @OpenAI. Her Troubles bomb story near the end is worth the full listen Full interview, every quote searchable: ceointerviews.ai/interview/1334…

OpenAI CFO Sarah Friar admits compute she bought a year ago would sell for 3 to 5x today, and OpenAI is still short, so she should have bought more "Even from last fall when OpenAI was talking about how much compute the world would need in order to have an intelligence layer that could meet every customer that wanted to partake of it, that was heavy sledding, a little uphill." "And what is fabulous is that the compute I bought a year ago, I could sell in the market today for 3 to 5x. So if nothing else, a great investment." "Now, the bad news is that we're still short compute, so I should have bought more of it." "What we are doing is like building the railroads. It's very different from the internet era because it is true capex, it's true shovels in the ground." "Right now, I'm actually spending a lot of my brainpower and my team's brainpower on 2030 through 2035."

CEOInterviews.AI @CEOinterview

6 days ago

Cathie Wood says Anthropic agreed to pay 50 billion a gigawatt for compute that cost Musk and his team somewhere in the mid to high twenties "We see Elon's terrestrial data centers turning from huge losses to massive profits as he has pivoted that part of the business for the

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Live on Bloomberg TV from Global Fintech Fest in Mumbai Full interview: ceointerviews.ai/interview/1331…

Brian Armstrong says most founders he talks to are moving to Miami or Austin over California's proposed wealth tax "California is contemplating a wealth tax on the ballot this November, and I think it's poorly conceived and would be a bad thing for California. There's a large number of tech founders that I know already who are planning to leave the state or have already left." "So many founders have dual class stock structures or voting control, as I do. And so in that case, the percent tax in the worst case interpretation as it's written could be really much worse." "I personally just believe that it's un American and unethical to try to seize people's assets." "I don't have anything to announce today on exactly whether I'll be relocating or where... but I'm seeing most of the people that I talk to are moving to Miami or Austin, Texas."

CEOInterviews.AI @CEOinterview

20 hours ago

$COIN CEO Brian Armstrong reveals 76% of AI agent transactions are under 30 cents, less than a card's flat fee, so he wants to bank the AIs "The minimum fee typically on a debit or credit card transaction is about 30 cent fee flat plus the additional percentage. Arguably, it

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