Between the bold predictions, VC economics, and rising usage-patterns are stories of limited ROIs, undefined use-cases and associated job losses. AI is in an awkward phase of maturity and it’s not clear how it will evolve into the next phase.

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SHOW NOTES:

THE SPECTRUM OF AI

The early years of the Internet, we tried to replicate physical-based activities
The early years of the Internet, the whole industry/world-economy wasn’t depending on “the next thing”
The early years of AI, “the leaders” are talking about curing cancer and double human longevity
Cloud had “lift and shift”; AI has “get everyone a GenAI license”
Where is the middle? Where is the rational discussion?
Massive Funding
Massive # of Consumer Users
From Ed to Sam, from Dario to Satya, from Jensen to Larry …. Big spectrums of opinions
Unprofitable (except NVIDIA, Broadcom)
Near monopoly of GPUs by NVIDIA
Every couple months, the landscape seems to shift (OpenAI partners, Leading models,
Questionable Enterprise ROI - lots of “we gave everyone GenAI, but we don’t know how to measure it”
Companies are laying off workers, or avoiding hiring because of promises of AI
Unknown “killer” use-cases beyond chatbots, therapy, developer-assistants, writing, document handling
Today’s mantra is “Rub some AI Agents on it”

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