TBPN (@tbpn)

Roblox Founder & CEO @DavidBaszucki believes the shift to photorealistic AI games will be as significant as the transition from black-and-white movies to color. "We're all used to what a game looks like. We've been playing games for 10 or 20 years. I don't think any of us have the expectation that a game should be photorealistic at 4K 60Hz like a movie." "Our vision, dream, and hope is multiplayer gaming at photorealism in 4K 60Hz... We do believe it'll be like going from black-and-white movies to color movies."

Roblox CEO @DavidBaszucki thinks NPCs will become game-testing agents that run 100x faster than humans. “It’s feasible to imagine a 100-player test for 100 hours with NPCs compressed into one hour.” “That starts to introduce Wiggum's Loop programming for game creators.”

Benchmark GP @EverettRandle does not think every app company needs an AI lab. “They’ll hire a few researchers from Meta, and then all of a sudden it’s like, ‘We can defend ourselves from the labs because we also have a research team. We’re doing AI research... We don't have risk from the labs.'" He adds that the real advantage still sits with the companies that have the most compute: “There’s not that many opportunities for an in-house research team to be doing that much groundbreaking work relative to the places that have the most GPUs, which is the frontier labs.”

What scares Benchmark GP @EverettRandle the most about today's AI market is how convinced investors have become that every great company will be worth more in six months, reminding him of the 2021 venture boom. "One of the scariest parts is this feeling of inevitability. It feels like as venture investors, we are monkeys throwing darts at a dartboard. You never really know what number you're going to hit, but imagine you're that monkey and you just keep hitting like the triple 20 every time you throw it and you're like, 'This is weird.'" "There's this sense that we all know AI is going to change the world in so many ways. We all know that space is big, defense is big, nuclear energy is big. All these things are big. Therefore, more and more money goes into these things and they just keep getting marked up." "The last time I felt like investors had this much of a sense of inevitability saying, 'Yes, it's expensive, it's going to get marked up in six months so therefore we should do it.' Was the summer and fall of 2021. We all know how that ended up."

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