The speaker says the anticipated AI investment dynamic, including a hype cycle and predictable returns, has played out.

“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”