Is the latest excitement around AI just another round of dot-com or crypto style hype? The Lightcone hosts discuss where AI might be if the hype cycle is real and what may remain once the buzz wears off.
0:00 Apply to F24 Batch!
0:22 Intro
1:21 What the media is saying about AI
2:38 Where are we in the AI hype cycle?
9:32 Where does the value come from?
15:15 Valuing a tech company vs speculative assets
17:51 Comparing the crypto hype cycle to AI now
21:41 Increased ARR
24:14 Why a hype cycle might be good for founders
28:19 Early signs things are working
34:43 The fog of war
37:18 Outro
