Gurley explains personalized AI memory requires rebuilding models per user, which is economically unfeasible.
“And it's because you'd have to redo the model for each human. And of course that makes no sense economically.”
Gurley explains AI memory requires retraining models per person, creating an economically unsustainable structural problem.
“And of course that makes no sense economically. So it's actually a huge structural problem. There are complaints, you know, in Reddit about Character AI on this front.”
“If you build it to average, you're not gonna be able to serve your customers during the peak at all. Like, they're only gonna be disappointed.”
Gurley argues deglobalization is highly inflationary and makes US companies less competitive, not more.
“Like, this is just, you know, deglobalization, highly inflationary, and will make our companies less competitive, not more.”