The $7 Trillion AI Buildout Has a Problem
Description
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Chapters:
00:00 Intro and Cold Open
01:18 Quiz Pro Quo: AI Infrastructure Stats and Energy Costs
06:14 Market Volatility and the "AI Bubble"
09:42 Navigating a Brutal Executive Job Market
11:33 Why Private Market M&A Has Stalled
13:54 Is This a Crash or the Industrial Revolution?
26:30 Investing in OpenAI: Risk vs. Reward
30:23 Optimism Meter: Rating the Market Outlook
38:25 Debating AI SDRs and Outbound Efficacy
41:46 Diagnosing Failure: Product vs. Execution
47:46 Rethinking Valuations: EBITDA vs. Revenue
57:39 Hiring Trends: The "Step-Up" Candidate Advantage
01:02:35 Bold Predictions: Nuclear, Events, and Engagement Teams
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