What if the reason your AI rollout isn’t showing ROI is that the business people never made it a business decision?
After two months away, KP Reddy and Nick are back with a full catch-up. KP’s advice to a CEO of a 100-year-old company: stop treating AI as an IT project, take a day off, and imagine what your business looks like in 50 years if AI is magic. Then have the conviction to act on it, even if that means cutting 20% of the workforce. Nick explains why his investing lens has shifted toward hardware and deep tech, and why incumbents moving faster than startups on AI is the strongest signal yet that software defensibility is gone.
The conversation also covers why KP thinks we’re all in a 1% bubble, how personal AI assistants like Muse are starting to prompt us instead of the other way around, why Formula One is the best analogy for AI and teams, and why data centers are going to be a massive maintenance business in five years. Plus a look at choppy capital markets and the Anthropic IPO.
Key questions answered:
- Why is AI a business decision and not a technology decision?
- Why are incumbents building AI features faster than startups, and what does that mean for defensibility?
- Will companies stop buying software because token costs are unpredictable?
- What does it mean that we’re in a 1% AI bubble?
- How will personal AI assistants start prompting us instead of the other way around?
- What does Formula One teach us about teams, machines, and AI?
- Why will maintaining data centers be a growth business?
- What happens to capital flows over the next year?
If you’re a leader still treating AI as an IT decision, an investor rethinking where defensibility comes from, or just wondering what you missed over the last two months, this episode will get you caught up.
Listen now.
