170 - Is AI killing Software or is AI BS?

170 - Is AI killing Software or is AI BS?

  • Market Correction vs. Collapse: Analysis of why the "SaaS is dead" narrative is likely an exaggeration of a necessary shift, where the real threat lies in "sleepy" companies failing to adapt to rapid technological transitions.
  • The Productivity Paradox: Exploration of recent Harvard research showing AI often intensifies workloads rather than reducing them, leading to expanded job scopes, "vibe-coding," and increased cognitive load.

  • The $700 Billion Infrastructure Gamble: Breakdown of unprecedented AI capital expenditures from Big Tech giants like Amazon and Google, and the resulting strain on free cash flow and debt levels.

  • High-Stakes Influencer Marketing: Discussion on the billion-dollar digital ad surge and $600,000 influencer deals used to drive AI adoption, questioning if revolutionary tech should require such aggressive paid promotion.

  • OpenAI’s Financial Projections: A look at OpenAI’s projected $14 billion loss in 2026 and the implications of its massive burn rate for the future of the industry.

Credit: @Ric_RTP on X

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Episoder(205)

#183 - HES BACK

#183 - HES BACK

Ryan has been out for a while but in the words of the ministry of magic...HES BACK!Join me as I try to discuss AI and where we are headed, from Data centers to is Anthropic a household name.If you wan...

9 Jul 11min

182 - AI is Dead

182 - AI is Dead

What is going on? Layoffs because of AI then WHAM ai isn't actually that good? flip flop flip flop.I need to know is AI actually that good....news flash its not. listen to Ryan ramble why he thinks it...

28 Mai 11min

181 Are the data centers actually powering AI?

181 Are the data centers actually powering AI?

Are the data centers actually for LLMs? I have my doubts and our friend @gregisenberg also tells us 30+ observations on the greatest opportunities in AI agents right now. and as always Hedgie gives u...

14 Mai 10min

180- No AI was used

180- No AI was used

No AI was used in this episode....is that going to be the norm? is AI dying a slow death or accelerating beyond what we can even imagine...or is is all...not real, are the demos real, is the product r...

30 Apr 10min

179 - Is this timeline real?

179 - Is this timeline real?

Are LLMs having true issues and why is AI not advancing fast enough…or is it? Ryan discusses why he thinks things are slowing down and why the demos recently are just that…demos, not real life. Take a...

23 Apr 10min

178 Nvidia is king once again

178 Nvidia is king once again

Nvidia dominates as per usual, and listen as Ryan try's to explain Quantum computing (its bad). Data centers are in trouble? probably notand Claude us one shotting businesses

16 Apr 14min

177 - Claude = FAKE NEWS

177 - Claude = FAKE NEWS

Ryan thinks the hype on Claudes newest model fake news for their new IPO, listen to me ramble potentially the dumbest take you've ever heard

9 Apr 11min

Sora is dead...but for real its dead

Sora is dead...but for real its dead

Sora is dead and how the heck do you smuggle over $2.5B of chips into China? how does that even work, dude is in trouble. Does Ryan actually know what hes talking about in AI, I think so (says Ryan). ...

26 Mar 13min

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