Slap "AI" on the website, promise the moon and get a 75x ARR valuation.
For the past few years, tech investments have been running on vibes, hype, and "trust me, bro" math.
Now, the spreadsheets are striking back.
This week, Casper and Jen look at what happens when wild AI market valuations crash into reality — and why marketers are often left picking up the pieces.
Including:
The massive valuation flop: The story behind a tech tool selling for an 89% discount after pivoting to AI enterprise workflows
The $45 Billion fund wipeout: How a 25-year-old AI whiz-kid lost 67% of his fund's value in a single month
Who actually wins when the bubble pops: Why founders still walk away with multi-million dollar payouts while employees get left holding the bag
The boardroom trickle-down effect: What happens to your workload when investors demand 400% growth with zero additional budget
We also get into sneaky depreciation accounting tricks, the growing monopolization of SaaS tools, and how to survive the impending AI market correction.
Main takeaway: Don't sweat the small stuff, but don't get caught off guard. Keep your network warm, upskill, and diversify your options before impossible promises land on your desk.
Available wherever you listen to podcasts.