Big Tech Winners and Losers in the AI Hype Bubble

This fun end-of-summer podcast features Nick Unger, Managing Partner, AlterityAI in a follow-up conversation about the AI hype bubble and its potential impacts on enterprise adoption. Nick, Geoff, and Greg discuss some of the winners and losers of the generative AI bubble (28:52), but before they get there they discuss what long-term impacts AI hype will have on businesses.

Nick argues that while we may not be approaching artificial general intelligence, the power of generative AI is just beginning to be tapped and to market it Silicon Valley companies will keep promoting roadmap goals. The hosts and guest discuss the importance of education, data governance, and strategic implementation of AI within organizations.

Finally, the conversation concludes with a conversation on winners and losers in the bubble era, including the challenges faced by traditional big tech companies adapting to the AI revolution, using examples like Cisco and Intel. The participants speculate on potential winners and losers in the AI landscape, discussing companies like Nvidia and Google and how established companies like SAP and Adobe might better navigate the AI landscape within their respective domain expertise.

00:00 Start
3:27 MIT Generative AI Course - What was it like?
4:44 Is the hype wave actually going to end?
8:39 How valuations are driving the hype cycle
13:14 Using AI to lift humans.
16:00 When the seismic impact of generative AI technology normalizes
21:14 How do organizations pick the right use cases successfully?
23:49 There are no organizational AI experts
29:21 Brands that are winning and losing in the AI era, including Cisco, NVIDIA, Google, Intel, SAP and Adobe