What podcasts say about Clifford A. Sosin
Every statement, with the speaker, the exact quote and the moment it was said.
What Clifford A. Sosin has said on podcasts
22 statements · 10 positive · 6 negative · 2 mixed · 4 neutral
Everyone will have highly intelligent agents working for them.
“We're all going to have a team of 200 IQ people working full time in our pocket.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 6:48
Investors should own assets complementing ubiquitous intelligence.
“What you want to own are the complements to intelligence.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 8:24
Meta’s core business is personalized television.
“the core business at Meta is personalized TV.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 9:32
Intelligence costs will fall roughly 100-fold within five years.
“the price of intelligence is falling by a factor of 100 or something over the next five years”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 10:40
Mature AI applications behind the frontier will commoditize.
“Those areas, they clearly commoditize.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 14:25
Very few use cases will require super-elite intelligence.
“what we end up with is some version of there are very few use cases for super elite intelligence.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 16:11
Very good AI intelligence will have many uses but become commoditized.
“There are lots of use cases for very good intelligence. That very good intelligence is highly competitive and commoditized.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 16:16
A market’s size eventually falls to zero when its price reaches zero.
“eventually, of course, if you take the price to zero, then the size of the market goes to zero.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 17:51
AI demand will be highly price-sensitive.
“AI demand is going to be really sensitive to the price”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 25:30
Price sensitivity will limit consumers’ total AI spending.
“which intrinsically, I think, does limit in some sense the amount in total consumers are going to be willing to spend on this.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 25:32
AI infrastructure is a massive build-out for an important technology.
“This is a huge infrastructure build out of a huge and important technology.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 26:20
- on TSMC manufacturing processesPositiveOct 27, 2026· Invest Like the Best with Patrick O'Shaughnessy
TSMC’s physical, tacit processes are difficult for AI to replicate.
“much less amenable to an AI just because it is so physical and because it's all these little things, many of which aren't even legible to an AI.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 29:41
- on AI agents and low-cost providersPositiveOct 27, 2026· Invest Like the Best with Patrick O'Shaughnessy
AI agents will shift consumers toward low-cost providers.
“So the first order effect is that you move to the low cost provider.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 32:03
Agents may give low-cost providers more volume but lower margins.
“That actually creates, in some sense, a better business where the low-cost guy wins a bunch more volume at much lower margins.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 32:45
Investment professionals will eventually be displaced by competition from AI.
“in the long term, we'll probably get competed out.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 33:12
- on Human-AI investing collaborationPositiveOct 27, 2026· Invest Like the Best with Patrick O'Shaughnessy
Human investors and AI models will initially make better judgments together.
“The ability of me to use models to assist me and then to make judgments will make better judgments working together.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 33:59
Companies should give everyone opportunities to participate in AI hackathons.
“everybody needs to have hackathons.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 43:07
CEOs should enable agents to access company systems read-only.
“I want my GrokBot, Metamuse, agent, whatever, to be able to access every system in the company on a read-only basis.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 43:34
Current conditions make this an exceptionally favorable time to start companies.
“it's the best time to start a company until tomorrow.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 45:13
Easily achievable AI capabilities will quickly become widely available.
“if you can easily do something, then so can everybody else.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 45:31
AI will enter investing first at short horizons, then longer horizons.
“I think it's going to start at shorter time scales and work its way up to longer time scales.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 54:05
Carvana’s differentiated infrastructure and brand limit severe downside scenarios.
“Carvana's infrastructure and brand and everything else is just so differentiated that there are few scenarios where it works out really badly.”
Open the episode · Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]Listen at 55:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.