This podcast episode discusses the role of AI in various industries, using Asana and C3.ai as examples. The speakers highlight the hype surrounding AI and its potential to lead to overspending, similar to the dot-com bubble. They emphasize the importance of focusing on profitable AI business models and avoiding investing based on hype. Expectations investing, which involves analyzing a company's future cash flows and understanding the key drivers of value, is also discussed as a valuable approach for evaluating AI companies.
