Leveling Up with Eric Siu Is The AI Bubble Really About To Burst?
10 snips
Oct 27, 2025 The debate on whether the AI bubble is about to burst ignites as insights reveal that AI is underused, not overhyped. The discussion highlights how real AI applications have saved businesses countless hours and generated significant revenue. Falling costs are driving adoption, and innovative uses like diagnostics show AI as a vital partner. Engineers find efficiency gains, with projects now needing fewer hands. As adoption accelerates, the podcast emphasizes that we are just beginning to explore AI's potential.
AI Snips
Chapters
Transcript
Episode notes
AI Growth Vs. Bubble Logic
- A bubble occurs when prices rise faster than real results and internet-era hype lacked underlying revenue.
- Eric Siu argues AI shows real results and will grow rather than collapse like the dot-com era.
AI Delivering Real Revenue
- Single Grain built software that saved SEO managers up to 40 hours a month and scaled further over time.
- ClickFlow produced a page that led to about $50,000 in monthly recurring revenue for the company.
Cheaper Compute Drives Higher Demand
- As compute becomes cheaper and more available, usage increases similar to electricity adoption.
- Jevons paradox implies token and energy demand will grow as AI becomes easier to use.