AI Hype Cycle or Revolution? Why We're Still in the Early Days
Fri Jun 27 2025
After 2.5 years of ChatGPT dominating headlines, Matt, Soham and George dive deep into the biggest question in tech:
Are we witnessing the next revolutionary technology or heading for another dot-com style crash?
What We Cover:
The AI Bubble Debate
Why OpenAI makes $10B in revenue but still isn't profitableJohnny Ive's mysterious $6.8B device deal - innovation or insanity?How "wrapper" companies are getting billion-dollar valuations for prompt engineeringWhat's Actually Working vs. What's Still Hype
Why coding achieved true product-market fit with AI (while email writing didn't)The 90/10 rule: AI gets you most of the way there, humans perfect the last 10%Why the best developers from 5 years ago are also the best at using AI todayThe Coming Hardware Revolution
Why we might be in "summer 2012 Bitcoin territory" - right before ASICs changed everythingHow China's DeepSeek proves innovation happens under constraintsThe specialized hardware breakthrough that could make AI incredibly profitableFuture of Work Reality Check
Why "AI will replace everyone" is wrong - but so is "AI changes nothing"How to use AI without becoming dangerously dependent on itThe rise of AI loyalties: "We're a ChatGPT family, son"White-Collar Work Revolution
Why law firms and accounting will be next after codingThe death of control+F - hello context search across 300-page contractsHow everything needs to become "LLM accessible" to stay competitiveKey Insights:
💡 "There will be two types of people: those who make LLMs smarter and those who teach them the world" - The future job market split 💡 "It's like having a junior developer who's incredibly good at syntax" - How to think about AI capabilities 💡 "Humans evolved through effort - the more you put in, the more you get out" - Why shortcuts backfire
Perfect For:
Young professionals wondering how AI will impact their careersAnyone trying to separate AI hype from realityDevelopers and tech workers navigating the AI transitionPeople considering which AI tools are actually worth learningThose who want to understand where the technology is actually headingThis isn't another "AI will save/destroy the world" take. It's a practical analysis of what's working, what isn't, and how to position yourself for whatever comes next.
Follow the podcast:
PodcastYouTubeTwitter (X)Follow our co-hosts:
George Pu: @thegeorgepu on Twitter (X)Matthew Black:@matthewjablack on Twitter (X).Soham Mehta:LinkedIn, coming soon on Twitter (X)!
More
After 2.5 years of ChatGPT dominating headlines, Matt, Soham and George dive deep into the biggest question in tech: Are we witnessing the next revolutionary technology or heading for another dot-com style crash? What We Cover: The AI Bubble Debate Why OpenAI makes $10B in revenue but still isn't profitableJohnny Ive's mysterious $6.8B device deal - innovation or insanity?How "wrapper" companies are getting billion-dollar valuations for prompt engineeringWhat's Actually Working vs. What's Still Hype Why coding achieved true product-market fit with AI (while email writing didn't)The 90/10 rule: AI gets you most of the way there, humans perfect the last 10%Why the best developers from 5 years ago are also the best at using AI todayThe Coming Hardware Revolution Why we might be in "summer 2012 Bitcoin territory" - right before ASICs changed everythingHow China's DeepSeek proves innovation happens under constraintsThe specialized hardware breakthrough that could make AI incredibly profitableFuture of Work Reality Check Why "AI will replace everyone" is wrong - but so is "AI changes nothing"How to use AI without becoming dangerously dependent on itThe rise of AI loyalties: "We're a ChatGPT family, son"White-Collar Work Revolution Why law firms and accounting will be next after codingThe death of control+F - hello context search across 300-page contractsHow everything needs to become "LLM accessible" to stay competitiveKey Insights: 💡 "There will be two types of people: those who make LLMs smarter and those who teach them the world" - The future job market split 💡 "It's like having a junior developer who's incredibly good at syntax" - How to think about AI capabilities 💡 "Humans evolved through effort - the more you put in, the more you get out" - Why shortcuts backfire Perfect For: Young professionals wondering how AI will impact their careersAnyone trying to separate AI hype from realityDevelopers and tech workers navigating the AI transitionPeople considering which AI tools are actually worth learningThose who want to understand where the technology is actually headingThis isn't another "AI will save/destroy the world" take. It's a practical analysis of what's working, what isn't, and how to position yourself for whatever comes next. Follow the podcast: PodcastYouTubeTwitter (X)Follow our co-hosts: George Pu: @thegeorgepu on Twitter (X)Matthew Black:@matthewjablack on Twitter (X).Soham Mehta:LinkedIn, coming soon on Twitter (X)!