The Data Exchange with Ben Lorica Stop Piloting, Start Shipping: A Playbook for Measurable AI
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Oct 25, 2025 
In this conversation, Evangelos Simoudis, a venture investor and partner at Synapse Partners with a deep focus on AI and robotics, shares crucial insights into why many enterprise AI pilots stall and the signs of an emerging AI bubble, including runaway valuations. He emphasizes the importance of cross-functional ownership for successful AI adoption and compares the current situation with the past internet boom. They also discuss U.S.-China competition in technology, noting China's advancements in robotics and semiconductors while maintaining a cautionary perspective on humanoid robots.
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AI Valuations Echo 1999 Internet Bubble
- AI valuations are showing revenue multiples not seen since the 1999–2000 internet era.
- Evangelos warns these high multiples and flimsy funding proposals are clear bubble signals.
Many Pilots Lack Clear Business Rationale
- Many enterprises start AI experiments from board pressure or shadow AI rather than a clear business rationale.
- Evangelos finds few companies articulate use cases tied to measurable performance improvements.
Create A Use-Case Matrix First
- Build a use-case matrix that lists enterprise opportunities and how to measure improvement.
- Align technology, business units, HR and finance before picking models and data sources.