AI's value accrues to users, not builders
The guest argued that AI, like previous fundamental technologies, will see the vast majority (99%+) of its economic value accrue as consumer surplus to its users worldwide, not to the companies that build the AI models.
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The story so far
CONTESTED · 310 MENTIONS · 186 EPISODES · 46 SHOWS
4 JUL 2025 — 17 AUG 2026 · YESTERDAY
64 SUPPORT · 9 CHALLENGE · 1 REPEAT · 236 MENTIONED
- THE MEB FABER SHOW
- 121 EPISODES NOT SHOWN
- THE TWENTY MINUTE VC · 2 MENTIONS
- AI's value accrues to users, not builders · THIS IDEA
- AI labor displacement is a fallacy
52 EPISODES BETWEEN · 81 MENTIONS · 5 NOT KEPT
- 5 EPISODES NOT SHOWN
- THE POMP PODCAST · 2 MENTIONS
- BIGGERPOCKETS REAL ESTATE PODCAST · 3 MENTIONS
- EXCESS RETURNS · 4 MENTIONS
- FORWARD GUIDANCE · 6 MENTIONS
- THE TWENTY MINUTE VC · 3 MENTIONS
- ANIMAL SPIRITS
- REAL VISION DAILY BRIEFING
- THE MEB FABER SHOW
- AFFORD ANYTHING
- REAL VISION DAILY BRIEFING · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE REAL ESTATE GUYS RADIO SHOW
- BIGGERPOCKETS REAL ESTATE PODCAST
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE KNOWLEDGE PROJECT
- FORWARD GUIDANCE
- EXCESS RETURNS · 2 MENTIONS
- THE TWENTY MINUTE VC
- A16Z PODCAST · 2 MENTIONS
- THE POMP PODCAST
- VALUE INVESTING WITH LEGENDS
- ODD LOTS · 2 MENTIONS
- ON THE MARGIN
- A16Z PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC · 2 MENTIONS
- BANKLESS · 2 MENTIONS
- THE MEB FABER SHOW
- ODD LOTS
- THE KNOWLEDGE PROJECT · 4 MENTIONS
- A16Z PODCAST
- THE KNOWLEDGE PROJECT
- WSJ WHAT'S NEWS
- PROF G MARKETS
- A16Z PODCAST
- MASTERS IN BUSINESS
- THE TWENTY MINUTE VC
- A16Z PODCAST · 3 MENTIONS
- THE TWENTY MINUTE VC
- THE KNOWLEDGE PROJECT
- A16Z PODCAST · 2 MENTIONS
- ANIMAL SPIRITS
- YET ANOTHER VALUE PODCAST
- MONETARY MATTERS WITH JACK FARLEY
- ON THE MARGIN
- THE TWENTY MINUTE VC
- A16Z PODCAST
- BIGGERPOCKETS REAL ESTATE PODCAST
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 2 MENTIONS
- A16Z PODCAST · 2 MENTIONS
- A16Z PODCAST
- WHAT BITCOIN DID
- WSJ WHAT'S NEWS
- THOUGHTFUL MONEY · 2 MENTIONS
- THE POMP PODCAST
- THE TWENTY MINUTE VC · 4 MENTIONS
- WHAT BITCOIN DID
- A16Z PODCAST · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD