The Daily AI Show

Investing in AI: The Next Dot-Com Déjà Vu?

Listen Later

In this episode, the DAS crew discussed AI investing and whether we're in another tech bubble.

They compared the current AI boom to the dot-com era, noting hypergrowth and massive investments in AI startups. Concerns were raised about overvaluation and an impending crash.

Key points included:

  • Proliferation of new AI companies, many likely to fail. Comparison to dot-com bubble's overvaluation.
  • Counterpoint that AI is advancing rapidly and transforming many industries, not just tech.
  • Debate on investing in AI chipmakers/tech vs software startups. Hardware has risks but powers advancement.
  • Caution that most AI usage still niche compared to social media. But it propagates impact indirectly.
  • Examples like AI for boring problems and loneliness as potential growth areas.
  • Apple's potential with on-device AI like "Jarvis in your pocket." Integrated experience.
  • Established tech players like Microsoft seen as safer bets than startups.
  • Warning on companies lagging in AI adoption that could be disrupted.

    • Overall the episode covered the risky nature of AI investing today but also its transformative potential. Keys seem to be focusing on AI-powered solutions to real needs and picking established players versus unproven startups

    ...more
    View all episodesView all episodes
    Download on the App Store
    The Daily AI ShowBy The Daily AI Show Crew - Brian, Beth, Jyunmi, Andy, Karl, and Eran
    • 2.3
    • 2.3
    • 2.3
    • 2.3
    • 2.3

    2.3

    3 ratings

    More shows like The Daily AI Show

    View all
    a16z Podcast by Andreessen Horowitz

    a16z Podcast

    1,034 Listeners

    The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) by Sam Charrington

    The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

    441 Listeners

    NVIDIA AI Podcast by NVIDIA

    NVIDIA AI Podcast

    331 Listeners

    AI Today Podcast by AI & Data Today

    AI Today Podcast

    156 Listeners

    Last Week in AI by Skynet Today

    Last Week in AI

    287 Listeners

    Me, Myself, and AI by MIT Sloan Management Review and Boston Consulting Group (BCG)

    Me, Myself, and AI

    106 Listeners

    The Artificial Intelligence Show by Paul Roetzer and Mike Kaput

    The Artificial Intelligence Show

    173 Listeners

    AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning by Jaeden Schafer

    AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning

    141 Listeners

    This Day in AI Podcast by Michael Sharkey, Chris Sharkey

    This Day in AI Podcast

    201 Listeners

    Latent Space: The AI Engineer Podcast by swyx + Alessio

    Latent Space: The AI Engineer Podcast

    75 Listeners

    The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis by Nathaniel Whittemore

    The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

    485 Listeners

    Everyday AI Podcast – An AI and ChatGPT Podcast by Everyday AI

    Everyday AI Podcast – An AI and ChatGPT Podcast

    94 Listeners

    Beyond The Prompt - How to use AI in your company by Jeremy Utley & Henrik Werdelin

    Beyond The Prompt - How to use AI in your company

    39 Listeners

    The Next Wave - AI and The Future of Technology by Hubspot Media

    The Next Wave - AI and The Future of Technology

    61 Listeners