The speaker expected increased investment in AI to trigger a hype cycle and create a perception of predictable returns.

“oh now capital will understand this if you put in more money you get more money out and so that will kick off a hype cycle and so you'll actually kind of you'll get a sense of predictable returns which is in fact played out and so i just pack my bags i've never been to san francisco i just pack my bags throughout here to find the people who've written it and at the time they had just started a small lab called anthropic and there was like 40 people at the time or so”