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Are We In An AI Hype Cycle?

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. Chapters (Powered by https://bit.ly/chapterme-yc) - 00:00 - Apply to F24 batch 00:22 - Coming Up 01:05 - 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

Garry TanhostDiana HuhostHarj TaggarhostJared Friedmanhost
Aug 22, 202437mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:22

    Apply to F24 batch

  2. 0:22 – 1:05

    Coming Up

  3. 1:05 – 1:21

    Intro

  4. 1:21 – 2:38

    What the media is saying about AI

  5. 2:38 – 9:32

    Where are we in the AI hype cycle?

  6. 9:32 – 15:15

    Where does the value come from?

  7. 15:15 – 17:51

    Valuing a Tech Company vs. Speculative Assets

  8. 17:51 – 21:41

    Comparing the crypto hype cycle to AI now

  9. 21:41 – 24:14

    Increased ARR

  10. 24:14 – 28:19

    Why a hype cycle might be good for founders

  11. 28:19 – 34:43

    Early signs things are working

  12. 34:43 – 37:18

    The fog of war

  13. 37:18 – 37:35

    Outro

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