Eric Schmidt: If I could bet on one AI theme, it would be long reasoning
rohanpaul_ai · x · 2026-11-15
Former Google CEO Eric Schmidt said in a Blackstone interview that if he could invest in only one AI theme, it would be long reasoning.
His core argument: a model that can stay on a single problem for hours or days is a completely different thing from a model that answers and stops — and most people still haven't priced in that difference.
Related event: Eric Schmidt would bet on long reasoning as his one AI investment theme(2 posts)→
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