EUVC E664 | Mikael Johnsson, Oxx: AI Hype, Real Productivity & How Not to Lose the Plot
Dec 5, 2025
Mikael Johnsson, Co-founder and General Partner at Oxx, shares insights into the current AI landscape. He highlights how to differentiate between pilot projects and true production adoption, warning against valuation exuberance. Mikael discusses the importance of embedded workflows and real revenue drivers, emphasizing founders' need to demonstrate ongoing value. He stresses that retention metrics are crucial in the AI era and reflects on the potential of an AI bubble, proposing a long-term view for investors and startups alike.
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Pilot Activity Dominates Current AI Traction
- Most AI activity today is pilots and sandboxes, not production deployments.
- Real enterprise adoption requires integration into workflows and takes much longer than hype implies.
Check Usage Spread And Economic ROI
- Evaluate usage spread from an individual to teams and tasks to spot durable adoption.
- Prioritize cases that show clear economic ROI and integration into business processes.
Prove Domain Knowledge And Commercial Evolution
- Show domain expertise and map the business process you target to persuade investors.
- Convert credit/usage trials into subscription or outcome-based commercial relationships over months.