Wallstreet is Bearish On AI – Googlers React| SVIC Podcast


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Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.

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Chapters
00:00 Goldman Sachs Report
00:30 Talking Your Book – VC Philosopher Kings
01:20 Bearish Take – Internet Is Cheap, AI Is Expensive!
05:05 Banker Thinks Technology Doesn’t Get Cheaper
07:20 Bankers Salty They Didn’t Invest In Gen AI
08:40 Bullish Bankers on Gen AI
14:00 Difference Between AI Bubble And Dot.com Bubble
15:40 Why OpenAI Changed AI Economics, API Calls

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