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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

The $7 Trillion AI Buildout Has a Problem

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The $7 Trillion AI Buildout Has a Problem