Pioneers of AI: Reid Hoffman says the AI race is not a cage match

Jun 27, 2026 · 36 min · YouTube

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EP · Masters of Scale · Pioneers of AI: Reid Hoffman says the AI race is not a cage match35:42

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0:30When you think about Open AI and Thropic Well, if you believe that AI has the impact of applying intelligence with the scale and price of electricity across everything, these are going to be two of the major providers of that.

0:44We tend to want to tell these stories as cage matches.

0:47You know, well, one of them's going to win and the other one's not.

0:49You're like, well, actually, in fact, there's a lot of room for both of them to win incredibly.

0:55Almost every dinner conversation I'm at, like the big question is, can you make sense of the valuation of these companies?

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