TBPN Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
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Sep 13, 2025 Dive into the decline of AI adoption and its implications for job security. The excitement of YC Demo Day brings forth innovative entrepreneurial stories. Discover the insights of Peter Tuchman, the Einstein of Wall Street. Apple's debut of the iPhone 17 unveils stunning graphical capabilities and new features, while discussions on AI-driven app innovations hint at a creative future. The podcast also tackles tech strategies as companies navigate geopolitical tensions, particularly shifting manufacturing from China to India.
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AI Adoption Charts Misread Reality
- Census AI adoption data looks like a bearish signal but likely misleads due to definitions and sampling.
- John Coogan argues bottom-up tool usage vs. declared "AI adoption" explains the decline.
Bottom-Up vs Top-Down AI Adoption
- Large firms report less AI adoption while small firms increase due to bottom-up use of tools.
- The host notes this reflects different adoption pathways, not less real AI usage.
Definitions Drive Confusing Signals
- The Census definition of "AI" is broad and inconsistent, making low reported adoption implausible.
- John highlights examples like receipt OCR that should qualify but often don't get reported.
