What podcasts say about Leo Polovets

Every statement, with the speaker, the exact quote and the moment it was said.

What Leo Polovets has said on podcasts

13 statements · 9 positive · 2 negative · 2 neutral

on AI-driven software commoditizationNegativeOct 16, 2026· How I Invest with David Weisburd
AI is commoditizing software development.
“Building software is becoming more and more commoditized.”
Listen at 0:00
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on HardwarePositiveOct 16, 2026· How I Invest with David Weisburd
Software commoditization will shift value toward hardware.
“I think it just means more value will move to other areas, and hardware is, like, to me, the next natural one.”
Listen at 0:10
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on AntaresPositiveOct 16, 2026· How I Invest with David Weisburd
Antares nuclear reactors will probably begin selling within 12–24 months.
“They'll probably be selling in the next, you know, 12, 18, 24 months.”
Listen at 14:04
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Ambitious hardware companiesNeutralOct 16, 2026· How I Invest with David Weisburd
Ambitious hardware companies typically need about five years to deploy units.
“you know, about five years from zero to like having their units deployed in the field.”
Listen at 14:10
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Hardware businessesNeutralOct 16, 2026· How I Invest with David Weisburd
Many hardware businesses take seven to eight years to become public companies.
“the overall time period to go from, you know, like start to public company is still seven, eight years for a lot of these businesses.”
Listen at 15:11
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Deep-tech companiesPositiveOct 16, 2026· How I Invest with David Weisburd
Bias for action and execution are especially important in deep-tech companies.
“Bias for action execution are really important on the physical side”
Listen at 39:59
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Data-center power technologyPositiveOct 16, 2026· How I Invest with David Weisburd
Data centers will buy less-efficient power technology if delivered much faster.
“if you make something that's 80% as efficient, but you can get it out in six months, like data centers will line up to buy it from you”
Listen at 41:50
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on AI-assisted data-center designPositiveOct 16, 2026· How I Invest with David Weisburd
AI and software could reduce data-center design time from a year to weeks or months.
“what if you can use AI and software to bring that year down to a few weeks or maybe a couple months?”
Listen at 43:32
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on AI infrastructure energy availabilityNegativeOct 16, 2026· How I Invest with David Weisburd
Energy availability is currently the biggest physical bottleneck for AI infrastructure.
“I think energy is probably the biggest one”
Listen at 44:03
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Specialized LLM-inference chipsPositiveOct 16, 2026· How I Invest with David Weisburd
Specialized LLM-inference chips could be 10–100 times faster on supported tasks.
“the things it can do, it's going to be 10 or 100 times faster.”
Listen at 46:33
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on HumanoidsPositiveOct 16, 2026· How I Invest with David Weisburd
Humanoids may become a trillion-dollar category over 10–20 years.
“over 10 or 20 years, there's a good chance that like humanoids might be like one of the, you know, new like trillion dollar categories”
Listen at 48:29
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Task-specific robot armsPositiveOct 16, 2026· How I Invest with David Weisburd
Task-specific robot arms will be more efficient than humanoids for narrow tasks.
“robot arms that are specialized and trained for just that one task are going to be way more efficient”
Listen at 48:50
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
on Humanoid companiesPositiveOct 16, 2026· How I Invest with David Weisburd
One or two humanoid companies will become huge winners within 10–20 years.
“there will probably be like one or two huge winners in that space in the next 10, 20 years.”
Listen at 49:57
Open the episode · E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company

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.