From ClawdBots to Sauna Bros: Silicon Valley in 2026

The central theme revolves around the current state of AI investment and the evolving landscape of technology, business models, and consumer behavior. The discussion questions the rationality of high valuations for AI seed rounds, with concerns raised about a potential AI bubble fueled by FOMO. The panel explores the shift from SaaS models to a future where users have more control and scriptability over their devices and software, potentially disrupting subscription-based business models. They also analyze Apple's potential entry into the wearable AI market with a pen-like device and debate whether hardware devices still matter in an era where software and APIs can be easily reverse-engineered and customized. The "Sauna Bros" New York Times article is discussed, questioning the American approach to wellness.