I was able to find the podcast. Question is at 33:30. He doesn't give hard data but he explains his reasoning.
https://youtu.be/mYDSSRS-B5U
> He doesn't give hard data
And why is that? Should they not be interested in sharing the numbers to shut up their critics, esp. now that AI detractors seem to be growing mindshare among investors?
alt Hacker News
> He doesn't give hard data
And why is that? Should they not be interested in sharing the numbers to shut up their critics, esp. now that AI detractors seem to be growing mindshare among investors?