The Everything Feed - All Packet Pushers Pods TCG061: How Are You Using AI?
Oct 29, 2025
William Collins and Evyonne Sharp dive into the AI hype, discussing its impact on venture capital and company valuations. They explore how everyday people are adopting AI tools and the implications for revenue models. The duo debates whether AI will replace developers and the changing job landscape. They also highlight significant investments in AI infrastructure and share their own AI workflows to boost productivity. Their insights on managing AI use in organizations provide a practical perspective on the technology's growing influence.
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Weekend Parenting And Youth Sports
- Evyonne described enjoying a quieter fall break with fewer kid activities and simpler routines.
- William recounted early-morning hockey tournament prep and watching kids gain skills year-to-year.
Valuations Driven By Hype, Not Profit
- AI valuations are detached from current profits and often reflect hype-driven multiples.
- The market shows inflated AR multiples for AI companies during the current hype cycle.
We May Be At The Hype Peak
- We are likely near the peak of the AI hype cycle but a true bubble is uncertain.
- Sustained expectations will force startups to turn aspirations into revenue or face corrections.