Wealthfront on The Tim Ferriss Show

Transcript

What's the bare case? I'd say the bare case would be, first of all, that Google DeepMind has the deep pockets of its parent company behind it. A massive kind of consumer surface, which allows it to roll out the models to literally two and a half billion people or something through AI mode in search, AI overviews, AI mode. They can put it into Gmail. They can put it into everything. I think in terms of retail deployment and financial muscle, it's quite tough to go up against Google. So that's one kind of bear case. And the other would be that sort of businesses who are the consumers of all these tokens decide in a couple of years' time the tokens are too expensive while not actually getting as much productivity as we hoped. These things called humans are quite productive after all, and we're just gonna spend less on AI than everybody expected.