4.6 • 1.3K Ratings
🗓️ 10 June 2025
⏱️ 18 minutes
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0:00.0 | Anyway, we can move on. |
0:02.8 | I picked a couple. |
0:03.7 | You can pick one now. |
0:05.1 | I'm curious on this one. |
0:06.2 | Famed investor asserts that AI is under height. |
0:10.0 | Yeah. |
0:10.2 | So did you read the bond capital report from Mary Meeker? |
0:13.2 | No. |
0:13.7 | Okay. |
0:14.0 | So I'm going to cite a couple of highlights here from Jason Lemkin. |
0:17.0 | So Jason Lemkin from Saster, he cited some charts here, right? |
0:21.9 | So first is, oh my God, I've reached my time limit on X. |
0:26.7 | Here, let me show you this. |
0:28.1 | Okay. |
0:28.7 | So AI user adoption is literally unprecedented. |
0:31.2 | So you look at the years to reach 100 million users from 2000 to 2020. |
0:36.3 | At the very high point, chat GPT took 0.2 years to get there. |
0:40.7 | Netflix took like 10.3 years. |
0:42.6 | So we know that part already, right? |
0:44.1 | To get to 100 million users, it's at 0 to 800 million weekly users in 17 months, okay? |
0:49.9 | But the internet adoption has also skyrocketed since people like Netflix first came about. |
0:56.1 | Now, infrastructure math is unprecedented. So we know that the big six tech company, |
... |
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