PodRocket

Navigating the AI bubble, the 10x AI engineer, and the Cloudflare vs. Perplexity data grab


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Is the AI industry an unsustainable bubble built on burning billions in cash? We break down the AI hype cycle, the tough job market for developers, and whether a crash is on the horizon.

In this panel discussion with Josh Goldberg, Paige Niedringhaus, Paul Mikulskis, and Noel Minchow, we tackle the biggest questions in tech today.

  • We debate if AI is just another Web3-style hype cycle
  • Why the "10x AI engineer" is a myth that ignores the reality of software development
  • The ethical controversy around AI crawlers and data scraping, highlighted by Cloudflare's recent actions
  • Plus, we cover the latest industry news, including Vercel's powerful new AI SDK V5 and what GitHub's leadership shakeup means for the future of developers.

    Resources

    Anthropic Is Bleeding Out: https://www.wheresyoured.at/anthropic-is-bleeding-out

    The Hater's Guide To The AI Bubble: https://www.wheresyoured.at/the-haters-gui
    No, AI is not Making Engineers 10x as Productive: https://colton.dev/blog/curing-your-ai-10x-engineer-imposter-syndrome
    Cloudflare Is Blocking AI Crawlers by Default: https://www.wired.com/story/cloudflare-blocks-ai-crawlers-default
    Perplexity is using stealth, undeclared crawlers to evade website no-crawl directives: https://blog.cloudflare.com/perplexity-is-using-stealth-undeclared-crawlers-to-evade-website-no-crawl-directives
    GitHub just got less independent at Microsoft after CEO resignation: https://www.theverge.com/news/757461/microsoft-github-thomas-dohmke-resignation-coreai-team-transition

    Chapters

    0:00 Is the AI Industry Burning Cash Unsustainably?

    01:06 Anthropic and the "AI Bubble Euphoria"
    04:42 How the AI Hype Cycle is Different from Web3 & VR
    08:24 The Problem with "Slapping AI" on Every App
    11:54 The "10x AI Engineer" is a Myth and Why
    17:55 Real-World AI Success Stories
    21:26 Cloudflare vs. AI Crawlers: The Ethics of Data Scraping
    30:05 Vercel's New AI SDK V5: What's Changed?
    33:45 GitHub's CEO Steps Down: What It Means for Developers
    38:54 Hot Takes: The Future of AI Startups, the Job Market, and More

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