The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
How Today's AI is like the Early 2020s
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Let’s explore how today’s early AI era is like the unicorn-filled, heavily VC-funded early 2020s. (Part 3 of 3)
SHOW: 830
SHOW TRANSCRIPT: The Cloudcast #830 Transcript
SHOW VIDEO: https://youtube.com/@TheCloudcastNET
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSOR:
SHOW NOTES:
- Part 1: How Today's AI is like the Early 2000s (Cloudcast Eps:826)
- Part 2: How Today’s AI is like the Early 2020s (Cloudcast Eps.828)
THE EARLY 2020s were SHAPED by COVID and FREE CASH
- VCs were pouring money into startups; “unicorns” were a daily occurrence
- Many assumed that “today’s normal” would be the “forever normal”
- Business models were drowned out by technology fascination
DO CURRENT AI ECONOMICS AND FUNDING LEVELS MAKE SENSE?
- VCs and cloud providers are funding infrastructure like it’s 1997-2000
- Business models around AI are still being sought out
- Funding valuations have no basis in anything real, at least not yet
- Are we near an AI (economic) crash, or at least deflation of the bubble?
FEEDBACK?
- Email: show at the cloudcast dot net
- Twitter: @cloudcastpod
- Instagram: @cloudcastpod
- TikTok: @cloudcastpod
