Amazon executives on cloud pricing and capacity
We’re not going to squeeze our customers, and we’re going to make sure that they can scale.
A tracker is one sentence: who you want to hear, on what. Each of these is one you could write, with a real quote it would have caught on a show we follow. The words it matched are marked.
Know when your executives and your competitors’ executives speak, in their exact words, not every time their names come up.
Amazon executives on cloud pricing and capacity
We’re not going to squeeze our customers, and we’re going to make sure that they can scale.
AMD leaders on how they position against rivals
we fundamentally believe that there is no one size fits all. Like, the world is a heterogeneous world.
OpenAI leaders on product direction and agents
the models have shifted from being the product to being a part of the product
Microsoft on building its own frontier models
we want to make sure that we can exceed the teacher in order to set the frontier ourselves over the next few years
What the people shaping AI policy say outside the hearing room, word for word, with who said it.
AI lab leaders on how fast models are getting better
The limitations of the models now, six months from now, the things that seemed hard, they’re going to be easy.
AI lab leaders on safety standards and model audits
Nobody should be building systems that are capable of deception because then they could be getting around other safeguards.
Tech leaders on independent testing of frontier AI models
what I think would be wise to do as soon as possible, if not immediately, would be to have the major AI competitors test each other’s models
Proposals to regulate powerful open-weight AI models
You would not let a model past a certain capability be copied down to a client machine unless you’d somehow figured out how to monitor down to that client machine
Tech CEOs on AI sovereignty and national strategy
The worst thing for any country to do in the name of sovereignty, if they’re off frontier, then that makes no sense because you’re falling behind.
What executives say between earnings calls, with the speaker and the second, sent as it’s said.
Big Tech CEOs on what AI spending depends on
And if that is going to be true, then the question is, what is the world GDP growth rate?
Cloud CEOs on AI demand they can’t yet serve
even spending $220 billion in CapEx this year, we’re leaving a meaningful amount of demand on the table.
Big Tech CEOs on the risk of overbuilding AI compute
if AI works overall, plenty of other people want all our compute. So they’re willing to pay.
AI lab CEOs on compute commitments and revenue growth
If I’m just off by a year in that rate of growth or if the growth rate is 5x a year instead of 10x a year, then you go bankrupt.
Sundar Pichai on how Google allocates AI compute
the first principles we operate on is to making sure we have enough compute to invest in the frontier.
The exact quote, the speaker and the second, with a page your desk can cite.
Anything Sundar Pichai says about AI and productivity
I think if in some ways I view 2027 as a golden age of that productivity frontier for us
Famous founders on AI and the future of work
My big concern is this 20-year transition period where you’ll have winners and losers and a lot of disruption
Elon Musk on what superintelligence means for the economy
My guess is digital superintelligence probably improves the output of goods and services by 20% to 30%, something like that.
AI lab leaders on cybersecurity and AI-driven attacks
we took about 25% of our production engineers and said, all of your projects are on hold. You are just securing now.
Tech leaders on what stays scarce as AI improves
all of a sudden, the scarce resource isn’t going to be intelligence or agency. I really think it’s going to be vision and ambition.
Quotes tied to a named speaker and a second, by REST API, webhook or MCP. In pilot.
Model builders on long-running autonomous agents
The name of the game is how can you get more Agents running for longer periods of time without your involvement, doing stuff on your behalf.
AI researchers on continual learning
These systems don’t learn after you finish training them, after you put them out into the world.
Frontier lab researchers on evals and test awareness
They know that it’s a trap and they don’t look at the answer because they know that it’s a test environment and they’re being tested for their ability.
Tech leaders on chain-of-thought monitoring
We know that the chain of thought itself can be unfaithful.
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