In the midst of record AI investment, soaring valuations, and relentless hype, a growing question is emerging: are we witnessing a technological revolution or an AI bubble? We explore the warning signs that have preceded past market fallouts, from inflated expectations to shaky business models, and examine what investors, founders, and observers should be watching.

If the AI bubble is about to pop, these are the warning signs you need to know.

Also in this episode, we examine how to successfully hand over a business to a new leader.

00:31 Could the next tech crash be soon and the biggest?

24:29 What transitions of power tell us about the importance of strategic direction

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

Want to create a podcast for your business or brand? Contact Flamingo Media to make it happen.

Meta doesn't want you to read this book. Yet despite its efforts to suppress it, Sarah Wynn-Williams' Careless People has become one of the most talked-about books in tech. Is it a landmark insider account of how Meta built one of the world's most powerful social media empires, or the story of a former executive with an axe to grind? We examine the book's biggest claims and Meta's forceful response.

Also in this episode, we’ll analyse the impact of the budget breaking cost of AI.

00:33 The Meta whistleblower - hubris or sour grapes?

14:17 The Escalating Cost of AI

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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In this episode, we return to The Vibe Chasm, the growing gap that appears when AI-fuelled, solo-founder speed collides with the messy realities of scaling Category leading companies. The winners of the next decade will not be those who use AI the fastest, nor the companies with the fewest employees, but the organisations that cross this chasm effectively.

So, how do you cross The Vibe Chasm?

Also in this episode, ee’ll give our review of London Tech Week. What does this annual schmooze fest reveal about the UK’s current attitude towards tech?

00:37 Crossing the Vibe Chasm

12:23 London Tech Week Review

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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In this episode, we sit down with Roman Stanek, founder of GoodData and one of Europe's most experienced technology entrepreneurs, to discuss the realities of building businesses through multiple waves of technological change. We explore how founders should think about AI and where many entrepreneurs are getting it wrong.

For anyone building a startup, investing in technology, or trying to understand where AI is taking business next, this conversation delivers hard-earned insights from a founder who has spent his career at the forefront of innovation.

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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AI has made it possible for individual founders to build businesses that once required entire teams. But solo success creates its own challenges. As customers, systems, and decisions multiply, the founder often becomes the constraint.

This is The Vibe Chasm. The point where the convenience of AI-driven growth collides with the operational complexity of a Category leading company. So what do you need to know about The Vibe Chasm and how should you approach it?

What to look forward to:

00:27 The Vibe Chasm

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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Whilst the UK squandered its North Sea oil and gas revenues, Norway's Government Pension Fund Global used them to become the world’s largest sovereign wealth fund, managing over $2.1 trillion in assets. These state-backed investment vehicles have long been recognised as powerful forces capable of shaping the future of technology. As governments increasingly channel billions into AI and emerging tech, the power and risks associated with Sovereign Wealth Funds are becoming impossible to ignore.

So, what exactly do you need to know about Sovereign Wealth Funds?

Also in today’s episode, we’ll explore the often contradictory relationship between Keir Starmer and Britain’s technology sector.

What to look forward to:

00:34 Are Sovereign Wealth Funds Effective in Technology Category Creation

26:00 The Starmer-isation of UK tech

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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So the UK government wants to play with the cool kids. It's $20 million investment in Ineffable Intelligence’s record-breaking $1.1B might seem mini in comparison to the total raised, however, it represents something a whole lot bigger.

Could this investment model redefine how the UK builds and backs AI companies?

We’ll also explore the new elements that are defining Category design today, and turn to the teachings of Geoff Moore to answer the question: What is a market?

What to look forward to:

01:27 UK public capital backs a UK technology strategy

13:36 The 10 most relevant trends right now shaping category design in tech

30:51 Geoff Moore on what is a market?

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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Larry Ellison needed to find 8 to 10 billion dollars to fund his AI data centre gamble. So what did he do? On March 31st, without warning, 30,000 Oracle Corporation employees woke up to an email telling them their jobs were gone.

Is this the new reality of pursuing AI innovation in the US? And is it a path the UK should follow?

Also in this episode, we’ll ask if Claude Mythos is the end of the Cyber Security boom, or just fantastic PR?

What to look forward to:

00:33 Collateral Damage: What Oracle’s 30K Layoffs Teach UK Tech

13:39 Is Claude Mythos the end of the Cyber Security boom, or just fantastic PR?

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

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We’re joined by David Friend, co-founder and CEO of Wasabi, for a deep dive into building category-defining tech companies. A six-time founder alongside Jeff Flowers, David’s journey spans pioneering synthesisers at ARP Instruments, whose sounds were used by Pete Townsend, David Bowie, and even R2D2, to leadership roles at Carbonite and beyond. We explore his impact across music, data, and cloud innovation. From shaping soundtracks to shaping storage, David shares lessons from decades as a groundbreaking innovator at the forefront of technology.

There is more information on how to design your category on our blog

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Paul Maher

Jonathan Simnett

Want to create a podcast for your business or brand? Contact Flamingo Media to make it happen.

Tactics don’t last forever. We’re seeing it right now in the Premier League. The era of Pep Guardiola’s possession dominance is coming under pressure, as teams like Mikel Arteta’s Arsenal gain an edge through set-piece mastery.

We’re seeing tactic shifts in the tech, as the old blueprint for category dominance, the SaaS Playbook, loses its edge in the age of AI.

But AI hasn’t just changed the game, it’s reshaped the field it’s played on. So how should today’s gaffers rethink their tactics to create the next generation of category leaders?

Also in this episode: we’ll be digging into some AI paradoxes and

What to look forward to:

00:37 The Great Software Switcheroo

14:17 Two Paradoxes and a Law

33:49 ‘Double your PR budget now’, says Gartner