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AI Budgets, Quantum Ambitions & The Great Startup Bubble
đź“„ Episode Description:
In Episode 39 of IT SPARC Cast – News Bytes, John and Lou unpack how enterprise IT budgets are rapidly shifting toward AI projects, IBM’s ambitious plans for large-scale quantum computing, and why some venture-backed AI startups may be headed for a valuation reset. It’s a fast-paced look at the real business implications behind today’s biggest tech headlines.
⸻
⏱️ Show Notes & Timestamps:
00:00 - Intro
01:06 - IT Budgets Focus on AI
•New research shows AI spending now consumes 50% of IT project budgets.
•Budgets for AI are often pulling directly from existing cloud and SaaS allocations.
•John and Lou warn: companies are cutting everywhere else to fund AI experiments.
•The danger of underfunding non-AI IT: patching, security, and infrastructure still matter.
https://www.reuters.com/business/retail-consumer/ibm-aims-quantum-computer-2029-lays-out-road-map-larger-systems-2025-06-10/
04:12 - IBM’s Quantum Computer Plans
•IBM announces its roadmap for building a 200-qubit quantum computer by 2029 and a second generation system by 2033.
•John and Lou break down what that really means, and whether anyone can actually use it.
•Near-term applications may include materials science, pharmaceuticals, and optimization—if error correction improves.
•Potential long-term threat: quantum decryption of today’s security protocols.
https://www.reuters.com/business/retail-consumer/ibm-aims-quantum-computer-2029-lays-out-road-map-larger-systems-2025-06-10/
08:05 - AI Startup Valuations
•The guys highlight how early-stage AI startup valuations are out of control.
•Investors are throwing billions at companies with unproven business models.
•John & Lou caution: this feels a lot like a repeat of the dot-com bubble.
•Discussion on GPU access vs true defensible value in AI companies.
https://techcrunch.com/2025/06/10/enterprise-ai-startup-glean-lands-a-7-2b-valuation/?utm_source=chatgpt.com
⸻
11:20 - Wrap Up
IT SPARC Cast
@ITSPARCCast on X
https://www.linkedin.com/company/sparc-sales/ on LinkedIn
John Barger
@john_Video on X
https://www.linkedin.com/in/johnbarger/ on LinkedIn
Lou Schmidt
@loudoggeek on X
https://www.linkedin.com/in/louis-schmidt-b102446/ on LinkedIn
⸻
âś… SEO Optimized Keywords:
enterprise AI budgets, IBM quantum computer, quantum computing roadmap, AI startup valuations, AI investment bubble, cybersecurity & AI, enterprise IT trends, AI news podcast
Hosted on Acast. See acast.com/privacy for more information.
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By John Bargerđź“„ Episode Description:
In Episode 39 of IT SPARC Cast – News Bytes, John and Lou unpack how enterprise IT budgets are rapidly shifting toward AI projects, IBM’s ambitious plans for large-scale quantum computing, and why some venture-backed AI startups may be headed for a valuation reset. It’s a fast-paced look at the real business implications behind today’s biggest tech headlines.
⸻
⏱️ Show Notes & Timestamps:
00:00 - Intro
01:06 - IT Budgets Focus on AI
•New research shows AI spending now consumes 50% of IT project budgets.
•Budgets for AI are often pulling directly from existing cloud and SaaS allocations.
•John and Lou warn: companies are cutting everywhere else to fund AI experiments.
•The danger of underfunding non-AI IT: patching, security, and infrastructure still matter.
https://www.reuters.com/business/retail-consumer/ibm-aims-quantum-computer-2029-lays-out-road-map-larger-systems-2025-06-10/
04:12 - IBM’s Quantum Computer Plans
•IBM announces its roadmap for building a 200-qubit quantum computer by 2029 and a second generation system by 2033.
•John and Lou break down what that really means, and whether anyone can actually use it.
•Near-term applications may include materials science, pharmaceuticals, and optimization—if error correction improves.
•Potential long-term threat: quantum decryption of today’s security protocols.
https://www.reuters.com/business/retail-consumer/ibm-aims-quantum-computer-2029-lays-out-road-map-larger-systems-2025-06-10/
08:05 - AI Startup Valuations
•The guys highlight how early-stage AI startup valuations are out of control.
•Investors are throwing billions at companies with unproven business models.
•John & Lou caution: this feels a lot like a repeat of the dot-com bubble.
•Discussion on GPU access vs true defensible value in AI companies.
https://techcrunch.com/2025/06/10/enterprise-ai-startup-glean-lands-a-7-2b-valuation/?utm_source=chatgpt.com
⸻
11:20 - Wrap Up
IT SPARC Cast
@ITSPARCCast on X
https://www.linkedin.com/company/sparc-sales/ on LinkedIn
John Barger
@john_Video on X
https://www.linkedin.com/in/johnbarger/ on LinkedIn
Lou Schmidt
@loudoggeek on X
https://www.linkedin.com/in/louis-schmidt-b102446/ on LinkedIn
⸻
âś… SEO Optimized Keywords:
enterprise AI budgets, IBM quantum computer, quantum computing roadmap, AI startup valuations, AI investment bubble, cybersecurity & AI, enterprise IT trends, AI news podcast
Hosted on Acast. See acast.com/privacy for more information.