Stop Piloting, Start Shipping: A Playbook for Measurable AI

The podcast explores the potential AI bubble by drawing parallels to the internet bubble of the late 1990s, while also highlighting key differences. Evangelos Simoudis notes inflated valuations and flimsy funding proposals as warning signs, while Ben Lorica points to circular financing as a glaring signal. The conversation shifts to enterprise adoption of AI, with Simoudis observing that many companies are experimenting with AI without a clear rationale or defined metrics for success, often driven by board pressure or "shadow AI" practices among employees. Finally, the discussion addresses the US-China competition in deep tech, with Simoudis arguing that the US may be underestimating China's advancements in areas like adaptive robotics and AI, particularly beyond the "tip of the spear" technologies.