Eric Schmidt: If I could bet on one AI theme, it would be long reasoning
rohanpaul_ai · x · 2026-11-15
Companion post linking the source video for Eric Schmidt's remark: the full interview is on the "Blackstone and Eric Schmidt" YouTube channel.
The takeaway stands: if he could invest in only one AI theme, Schmidt would pick long reasoning — a model that stays on one problem for hours or days is categorically different from one that answers and stops, and most people haven't priced that in.
Related event: Eric Schmidt would bet on long reasoning as his one AI investment theme(2 posts)→
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