Global Advisors | Quantified Strategy Consulting

AI

“I worry a lot about ... Africa. And the reason is: how does Africa benefit from [AI]? There's obviously some benefit of globalisation, better crop yields, and so forth. But without stable governments, strong universities, major industrial structures - which Africa, with some exceptions, lacks - it's going to lag.” Dr Eric Schmidt Former Google CEO

Quote: Dr Eric Schmidt – Ex-Google CEO

“We need something like 10 terawatts in the next 20 years to make LLM systems truly useful to everyone... Nvidia would need to 100× output... You basically need to fill Nevada with solar panels to provide 10 terawatts of power, at a cost around the world’s GDP. Totally crazy.” - Trevor McCourt Extropic CTO

Quote: Trevor McCourt – Extropic CTO

“If you upgrade that assistant to see video at 1 FPS—think Meta’s glasses—the back-of-the-envelope says you'd need to roughly 10× the grid to accommodate that for everyone. If you upgrade the text assistant to reason at the level of models working on the ARC AGI benchmark (IQ-test-style problems), even just the text assistant would require around a 10× of today’s grid—around 5 terawatts—insanity.” - Trevor McCourt - Extropic CTO

Quote: Trevor McCourt – Extropic CTO

“The idea that chips and ontology is what you want to short is batsh*t crazy.” - Alex Karp -Palantir CEO

Quote: Alex Karp – Palantir CEO

“We have very smart people, and we can put these [AI] tools in their hands to make them more productive... By using AI to reimagine processes, we can create operating efficiencies that give us a scaled opportunity to reinvest in growth.” David Solomon, Goldman Sachs

Quote: David Solomon – Goldman Sachs CEO

“At scale, nothing is a commodity. We have to have our cost structure, supply-chain efficiency, and software efficiencies continue to compound to ensure margins. Scale - and one of the things I love about the OpenAI partnership - is it’s gotten us to scale. This is a scale game.” Satya Nadella Microsoft CEO

Quote: Satya Nadella – Microsoft CEO

“Generally speaking people hate change. It’s human nature. But change is super important. It’s inevitable. In fact, on my desk in my office I have a little plaque that says 'Change or die.' As a business leader, one of the perspectives you have to have is that you’ve got to constantly evolve and change.” - David Solomon - Goldman Sachs CEO

Quote: David Solomon – Goldman Sachs CEO

“[ With AI ] we're not building animals. We're building ghosts or spirits” - Andrej Karpathy - Ex-OpenAI, Ex-Tesla AI

Quote: Andrej Karpathy – Ex-OpenAI, Ex-Tesla AI

“People have said we’re hitting a plateau every month for three years... I look at how models are produced and every part could be improved. The training pipeline is primitive, held together by duct tape, best efforts, and late nights. There’s so much room to grow everywhere.” Sholto Douglas Anthropic

Quote: Sholto Douglas – Anthropic

“The talk about AI bubbles seemed very divorced from what was happening in frontier labs and what we were seeing. We are not seeing any slowdown of progress.” Julian Schrittwieser Anthropic

Quote: Julian Schrittwieser – Anthropic

“AI is so wonderful because there have been a number of seismic shifts where the entire field has suddenly looked a different way. I've maybe lived through two or three of those. I still think there will continue to be some because they come with almost surprising regularity.” Andrej Karpathy Ex-OpenAi, Ex-Tesla AI

Quote: Andrej Karpathy – Ex-OpenAI, Ex-Tesla AI

“The countries that control compute will control AI. You cannot have compute without energy.” Jonathan Ross CEO Groq

Quote: Jonathan Ross – CEO Groq

“Oftentimes, if you reason about things from first principles, what's working today incredibly well — if you could reason about it from first principles and ask yourself on what foundation that first principle is built and how that would change over time — it allows you to hopefully see around corners.” Jensen Huang CEO Nvidia

Quote: Jensen Huang – CEO Nvidia

“What I think we have to do going forward...is figure out ways to remove some of the knowledge and to keep what I call this cognitive core. It's this intelligent entity that is stripped from knowledge but contains the algorithms and contains the magic of intelligence and problem-solving and the strategies of it and all this stuff.” Andrej Karpathy Ex-OpenAI, Ex-Tesla AI

Quote: Andrej Karpathy – Ex-OpenAI, Ex-Tesla AI

“I feel like the [ AI ] problems are tractable, they're surmountable, but they're still difficult. If I just average it out, it just feels like a decade [ to AGI ] to me.” Andrej Karpathy Ex-OpenAI, Ex-Tesla AI

Quote: Andrej Karpathy – Ex-OpenAI, Ex-Tesla AI

“If the firm grows and you expand and you can invest in other areas for growth, we’ll wind up with more jobs... we have at every step along the journey for the last forty years as technology has made us more productive. I don’t think it’s different this time [with AI].” David Solomon Goldman Sachs CEO

Quote: David Solomon – Goldman Sachs CEO

“Markets run in cycles, and whenever we've historically had a significant acceleration in a new technology that creates a lot of capital formation and therefore lots of interesting new companies around it, you generally see the market run ahead of the potential. Are there going to be winners and losers? There are going to be winners and losers.” David Solomon Goldman Sachs CEO

Quote: David Solomon – Goldman Sachs CEO

“AI really allows smart, talented, driven, sophisticated people to be more productive - to touch more people, have better information at their disposal, better analysis.” David Solomon Goldman Sachs CEO

Quote: David Solomon – Goldman Sachs CEO

“Take the Internet bubble. Remember that blew up and I can name 100 companies that were worth $50 billion and disappeared.... So there will be some real big companies, real big success. [ AI ]will work in spite of the fact that not everyone invested is going to have a great investment return.” Jamie Dimon JP Morgan CEO

Quote: Jamie Dimon – JP Morgan Chase CEO

“People shouldn’t put their head in the sand. [AI] is going to affect jobs. Think of every application, every service you do; you’ll be using .. AI - some to enhance it. Some of it will be you doing the same job; you’re doing a better job at it. There will be jobs that are eliminated, but you’re better off being way ahead of the curve.” - Jamie Dimon - JP Morgan CEO

Quote: Jamie Dimon – JP Morgan Chase CEO

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