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Are We in an AI Bubble? (Sam Altman Warns YES + Your 2-Path Playbook)

 
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Manage episode 502388344 series 3009205
Content provided by Greg Isenberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Isenberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode I breakdown whether we're experiencing an AI bubble by examining arguments on both sides. I discuss how AI startups are receiving unprecedented funding despite potential economic weaknesses, while also acknowledging the genuine utility and adoption of AI technologies. I also share practical advice for founders navigating this landscape, emphasizing that fundamentals like user engagement and profitable pricing remain essential regardless of market conditions.

Timestamps:

00:00 - Intro

00:33 - Yes it's a bubble

07:06 - No it's not a bubble

10:31 How to play the AI Wave

14:26 - What happens in a bubble

15:07 - The benefits of a bubble

Key Points:

• The case for an AI bubble includes excessive hype around startups, inflated valuations (seed rounds of $20-30M), similar base models across companies, and questionable unit economics

• Arguments against a bubble include demonstrable utility in workflows, falling training and inference costs, increasing adoption rates, and development of new competitive moats

• Different strategies are recommended for founders depending on whether they believe it's a bubble or not

• Historical patterns show that even in bubbles, truly valuable companies emerge and thrive long-term

The #1 tool to find startup ideas/trends - https://www.ideabrowser.com

LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/

Boringmarketing - Vibe Marketing for Companies: boringmarketing.com

The Vibe Marketer - Join the Community and Learn: thevibemarketer.com

Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about

FIND ME ON SOCIAL

X/Twitter: https://twitter.com/gregisenberg

Instagram: https://instagram.com/gregisenberg/

LinkedIn: https://www.linkedin.com/in/gisenberg/

  continue reading

261 episodes

Artwork
iconShare
 
Manage episode 502388344 series 3009205
Content provided by Greg Isenberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Isenberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode I breakdown whether we're experiencing an AI bubble by examining arguments on both sides. I discuss how AI startups are receiving unprecedented funding despite potential economic weaknesses, while also acknowledging the genuine utility and adoption of AI technologies. I also share practical advice for founders navigating this landscape, emphasizing that fundamentals like user engagement and profitable pricing remain essential regardless of market conditions.

Timestamps:

00:00 - Intro

00:33 - Yes it's a bubble

07:06 - No it's not a bubble

10:31 How to play the AI Wave

14:26 - What happens in a bubble

15:07 - The benefits of a bubble

Key Points:

• The case for an AI bubble includes excessive hype around startups, inflated valuations (seed rounds of $20-30M), similar base models across companies, and questionable unit economics

• Arguments against a bubble include demonstrable utility in workflows, falling training and inference costs, increasing adoption rates, and development of new competitive moats

• Different strategies are recommended for founders depending on whether they believe it's a bubble or not

• Historical patterns show that even in bubbles, truly valuable companies emerge and thrive long-term

The #1 tool to find startup ideas/trends - https://www.ideabrowser.com

LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/

Boringmarketing - Vibe Marketing for Companies: boringmarketing.com

The Vibe Marketer - Join the Community and Learn: thevibemarketer.com

Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about

FIND ME ON SOCIAL

X/Twitter: https://twitter.com/gregisenberg

Instagram: https://instagram.com/gregisenberg/

LinkedIn: https://www.linkedin.com/in/gisenberg/

  continue reading

261 episodes

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