Stability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin Debate Investing in AI

Emad Mostaque and Sam Lessin discuss AI's impact on society and its potential as a venture capital investment in the latest Cognitive Revolution episode.


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Video Description

In this episode, Nathan Labenz and Erik Torenberg hosts a discussion between Emad Mostaque, founder of Stability AI, and Sam Lessin, GP of Slow Ventures and former VP Product at Facebook. These influential technology thinkers tackle topics pertinent to evaluating whether AI is a good investment for venture capital. They talk about the attention and information economy, SaaS markets, how AI-created entertainment will impact society and our relationships, and AI disruption of highly-regulated industries.

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Why AI with Athena:

(00:00) Episode Preview
(01:17) Nathan explains why we hosted a conversation with Emad and Sam
(08:25) Discussion kicks off: AI as an extender rather than a deck shuffler
(12:01) Is AI a disruptive or sustaining innovation?
(14:22) What is intelligence?
(16:00) The attention and information economy
(21:56) Storytelling, the stock market, and the economy
(23:23) Sponsor: Omneky
(23:50) AI in the media industry, Hollywood, and distribution
(29:10) Startups vs incumbents
(30:30) Disrupting highly-regulated industries
(32:30) AI in education: an AI tutor for every child
(35:15) AI as StackOverflow 2.0 for engineers
(37:23) Regulatory Arbitrage
(40:06) The oracle problem in AI
(42:00) Apple as the weakest BigTech player in AI
(44:30) AI in communities and the future of social media
(46:55) Replika on Valentine’s Day and AI-generated porn
(53:50) How does the market for inference shape up? Inference vs. cloud
(55:08) Price of primary care in US in the next decade
(55:38) What are the most likely incumbents to be disrupted?
(56:55) Will BigTech continue to opensource?
(58:56) Marriage rate in US in the future given AI
(01:00:24) Can any AI leader sustain high gross margins in the future?
(01:02:04) Stability’s business model

@EMostaque (Emad)
@Lessin (Sam)
@labenz (Nathan)
@eriktorenberg (Erik)

Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off.

Music Credit: MusicLM

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