
The Bleeding Edge Podcast AI News Roundup as it happened - Early November 2025
9 snips
Nov 9, 2025 Emil Ogier, an insightful AI news commentator, joins to discuss the seismic shifts reshaping industries through AI. They dive into the looming threat AI poses to traditional consulting models and how firms are pivoting to adapt. Valuations for AI companies are skyrocketing, spotlighting Nvidia as a frontrunner. Emil also explores the future of mobile tech, envisioning smartphones evolving into AR hubs. Ethical concerns surrounding companion apps are scrutinized, highlighting privacy risks in our increasingly personalized digital world.
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Episode notes
Consulting Model Under Pressure
- AI threatens traditional consultancy models by automating data analysis and presentation creation quickly.
- Consultants must adapt their value proposition to survive rather than assume their roles are safe.
Safeguard Consulting Value
- Do focus on brand, independent reviews, and deep specialization to preserve consultancy value.
- Do pivot to new service propositions and build guardrails to stay competitive.
Skyrocketing AI Valuations
- AI company valuations have surged, with Nvidia near a $5T market cap and OpenAI privately around $500B.
- This concentration creates systemic risk and political pressure for government backstops.
