Uploaded February 2026 | Updated September 2026, 2 weeks ago
We are one month into 2026, and AI is evolving faster than anyone predicted. But here are a few things AI experts warned us about that feel more alarmingly relevant now than when they said them.
From conversations across the past couple of years, this episode brings together five of the sharpest minds we've had on, saying the things that usually get cleaned up before they go public. What they actually think is happening. What scares them. And where this is all going.
If you only listen to one episode about AI this year, make it this one.
5 statements that stayed with us:
- "I'm not worried about being replaced by AI. I'm worried about being replaced by somebody who's really good at using AI." - Mike Cannon-Brookes
- "$600 billion is the amount of money that all the AI startups combined need to generate to pay back one year of investment." - David Cahn
- "Training not on language alone but on observational data, on video data, allows the model to grasp reality in a much more consistent way." - Cristóbal Valenzuela
- "I think OpenAI will go public. I think it'll be a trillion-dollar market cap." - Martin Shkreli
- "Some of the tasks we do involve spending days or even weeks solving these problems. A very far cry from five seconds labeling a task." - Edwin Chen
Connect with us here:
Mike Cannon-Brookes: linkedin.com/in/mcannonbrookes
David Cahn: linkedin.com/in/david-cahn-60150793
Cristóbal Valenzuela: linkedin.com/in/cvalenzuelab
Martin Shkreli: linkedin.com/in/martin-shkreli-4a858721
Edwin Chen: linkedin.com/in/edwinzchen
Lukas Biewald: linkedin.com/in/lbiewald
00:00 Trailer
00:48 Introduction
08:00 AI Meets Trading News
15:54 Cloud Prisoners Dilemma
22:47 Beyond Language to Reality
30:15 Open vs Closed and Big Bubble
We are one month into 2026, and AI is evolving faster than anyone predicted. But here are a few things AI experts warned us about that feel more alarmingly relevant now than when they said them.
From conversations across the past couple of years, this episode brings together five of the sharpest minds we've had on, saying the things that usually get cleaned up before they go public. What they actually think is happening. What scares them. And where this is all going.
If you only listen to one episode about AI this year, make it this one.
5 statements that stayed with us:
- "I'm not worried about being replaced by AI. I'm worried about being replaced by somebody who's really good at using AI." - Mike Cannon-Brookes
- "$600 billion is the amount of money that all the AI startups combined need to generate to pay back one year of investment." - David Cahn
- "Training not on language alone but on observational data, on video data, allows the model to grasp reality in a much more consistent way." - Cristóbal Valenzuela
- "I think OpenAI will go public. I think it'll be a trillion-dollar market cap." - Martin Shkreli
- "Some of the tasks we do involve spending days or even weeks solving these problems. A very far cry from five seconds labeling a task." - Edwin Chen
Connect with us here:
Mike Cannon-Brookes: linkedin.com/in/mcannonbrookes
David Cahn: linkedin.com/in/david-cahn-60150793
Cristóbal Valenzuela: linkedin.com/in/cvalenzuelab
Martin Shkreli: linkedin.com/in/martin-shkreli-4a858721
Edwin Chen: linkedin.com/in/edwinzchen
Lukas Biewald: linkedin.com/in/lbiewald
00:00 Trailer
00:48 Introduction
08:00 AI Meets Trading News
15:54 Cloud Prisoners Dilemma
22:47 Beyond Language to Reality
30:15 Open vs Closed and Big Bubble
