Quote · Excess Returns

The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

Explore episode Jun 20, 2026

Everybody's going to have an AI. They're going to have multiple running stuff in the back end of their businesses, systematizing stuff. We've been doing it for a long time. We've been systematizing business for a very long time. Started with the Industrial Revolution.

Tobias Carlisle

The $2 Trillion Question | Tobias Carli…

Where this was said

Who gets the profits from AI?

At 22:17 · chapter starts 19:47

Hosts debate whether AI profits accrue to companies or consumers. Carlisle says competition will commoditize models, eventually making AI just another cost of doing business for every company.

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