Twitch Co-Founder | Why He's Not Jumping Into AI Like Everyone Else

31 May 2026 · 1 min

Watch on YouTube

0:49

In this interview excerpt, the Twitch co‑founder explains why he is not launching his own AI venture despite holding AI investments. He argues that knowledge work is becoming commoditized and software prices are trending toward zero, making it less attractive to build new AI companies. Instead, he focuses on hardware or businesses that can profit from free, commoditized software, viewing this as his investment thesis. He concludes with broader advice: pursue what you love, and money may follow, but the primary goal should be personal fulfillment.

Chapters

What do you think with AI? Do you feel the need to jump in and put your heart and soul into some new AI tech?
I think I'd just be chasing somebody else's dream. I mean, I got AI investments, I guess, some AI bags. Pray for this to continue, I guess. I don't think like me starting an AI company makes the most sense for me. I'm thinking about the world. Knowledge work is commoditized and software goes to zero or is free. You want to commoditize your complements, right? What is better when software is free? I think Palmer Luckey was talking about like hardware being a beneficiary. I believe that a lot of the incubations companies I'm working on or investing in are hardware companies or somewhere where I feel like it's a little bit less commoditized, or you're benefiting from commoditized software. But that's like an investment thesis, right? Really, you should be doing what you love, and then maybe you'll make money, maybe not, but at least you'll be doing something you love.