AI Hype Cycle or Revolution? Why We're Still in the Early Days
After 2.5 years of ChatGPT dominating headlines, Matt, Soham and George dive deep into the biggest question in tech:
Are we witnessing the next revolutionary technology or heading for another dot-com style crash?
Are we witnessing the next revolutionary technology or heading for another dot-com style crash?
What We Cover:
The AI Bubble Debate
- Why OpenAI makes $10B in revenue but still isn't profitable
- Johnny Ive's mysterious $6.8B device deal - innovation or insanity?
- How "wrapper" companies are getting billion-dollar valuations for prompt engineering
What's Actually Working vs. What's Still Hype
- Why coding achieved true product-market fit with AI (while email writing didn't)
- The 90/10 rule: AI gets you most of the way there, humans perfect the last 10%
- Why the best developers from 5 years ago are also the best at using AI today
The Coming Hardware Revolution
- Why we might be in "summer 2012 Bitcoin territory" - right before ASICs changed everything
- How China's DeepSeek proves innovation happens under constraints
- The specialized hardware breakthrough that could make AI incredibly profitable
Future of Work Reality Check
- Why "AI will replace everyone" is wrong - but so is "AI changes nothing"
- How to use AI without becoming dangerously dependent on it
- The rise of AI loyalties: "We're a ChatGPT family, son"
White-Collar Work Revolution
- Why law firms and accounting will be next after coding
- The death of control+F - hello context search across 300-page contracts
- How everything needs to become "LLM accessible" to stay competitive
Key Insights:
💡 "There will be two types of people: those who make LLMs smarter and those who teach them the world" - The future job market split
💡 "It's like having a junior developer who's incredibly good at syntax" - How to think about AI capabilities
💡 "Humans evolved through effort - the more you put in, the more you get out" - Why shortcuts backfire
💡 "There will be two types of people: those who make LLMs smarter and those who teach them the world" - The future job market split
💡 "It's like having a junior developer who's incredibly good at syntax" - How to think about AI capabilities
💡 "Humans evolved through effort - the more you put in, the more you get out" - Why shortcuts backfire
Perfect For:
- Young professionals wondering how AI will impact their careers
- Anyone trying to separate AI hype from reality
- Developers and tech workers navigating the AI transition
- People considering which AI tools are actually worth learning
- Those who want to understand where the technology is actually heading
This isn't another "AI will save/destroy the world" take. It's a practical analysis of what's working, what isn't, and how to position yourself for whatever comes next.
Follow the podcast:
Follow the podcast:
Follow our co-hosts:
- George Pu: @thegeorgepu on Twitter (X)
- Matthew Black:@matthewjablack on Twitter (X).
- Soham Mehta:LinkedIn, coming soon on Twitter (X)!
