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Neil and Eric break down the “decline of AI” narrative and why red growth charts for vibe coding tools like Cursor, Lovable, and Windsurf can be misleading. They unpack churn vs stickiness, unrealistic ARR expectations, and why enterprise coding revenue (especially Anthropic Claude Code) still signals strength. Using Ramp AI Index spend data, they discuss the momentum of OpenAI, Anthropic, and Google, plus why marketers are shifting from tool-chasing to KPI-driven fundamentals. They also review Granola AI meeting notes and why data verification matters.
Key takeaways:
-AI bubble fears ≠ AI slowdown
-Enterprise AI adoption is the real signal
-Verify AI outputs before decisions
Chapters:
00:00 AI “death” chart debate
02:00 Data accuracy and enterprise revenue
03:18 Unrealistic ARR growth expectations
06:48 Data labeling and AI gold rush
08:04 MP Digital and SEO tools
08:21 Ramp AI Index adoption trends
10:48 Marketing shifts from tool-chasing
12:44 Granola AI meeting note-taker
16:45 Claude vs ChatGPT data accuracy
18:11 Verify numbers before presenting
𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗖𝗛𝗔𝗡𝗡𝗘𝗟
Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer.
🎙️ Learn More About the Hosts
Eric Siu – Leveling Up: https://www.youtube.com/@LevelingUpOfficial
Neil Patel: https://www.youtube.com/@neilpatel
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