170 - Is AI killing Software or is AI BS?

• Market Correction vs. Collapse: Analysis of why the "SaaS is dead" narrative is likely an exaggeration of a necessary shift, where the real threat lies in "sleepy" companies failing to adapt to rapid technological transitions.

• The Productivity Paradox: Exploration of recent Harvard research showing AI often intensifies workloads rather than reducing them, leading to expanded job scopes, "vibe-coding," and increased cognitive load.

• The $700 Billion Infrastructure Gamble: Breakdown of unprecedented AI capital expenditures from Big Tech giants like Amazon and Google, and the resulting strain on free cash flow and debt levels.

• High-Stakes Influencer Marketing: Discussion on the billion-dollar digital ad surge and $600,000 influencer deals used to drive AI adoption, questioning if revolutionary tech should require such aggressive paid promotion.

• OpenAI’s Financial Projections: A look at OpenAI’s projected $14 billion loss in 2026 and the implications of its massive burn rate for the future of the industry.

Credit: @Ric_RTP on X