Agentic AI Will Break the Internet (ClawdBot, OpenAI & the AI Demand Delusion)

Описание: Jessica is back from Davos and is recapping her highlights on the pod this week. If you’re a loyal podcast ‘viewer’, you’re in luck because Jess also brought photos from a recent Grace Cathedral sound bath visit before she dives deep into the Clawdbot/Moltbot/agentic moment. Dave is all in on what’s to come in this new age of agentic computers, and in true Sam fashion, he is less impressed by the technology and suggests that if the trend continues, it’s going to be bye bye internet. In the land of the other ‘mature’ AI companies, Jess recaps her Davos AI infra panel’s red-pill take on AI with the killer quote of the week: “the appetite for intelligence is limitless.” But how true is all this demand and how much of it is really narrative? Could the rise in gold and silver prices really be a sign of technology shorting? The crew also reacts to the Minneapolis situation, debating whether it’s a scaling issue at ICE or a political move.

Chapters:
00:30 — Jess Returns From Davos: No Snow, All SXSW Energy
03:40 — Grace Cathedral Sound Baths & Peak SF Behavior
06:25 — Moltbot Mania: Are AI Agents Ending the Internet?
17:29 — Moltbot Has no Moat; Founders Should Be Memorable Instead
21:26 — Inside the Davos AI Panel: CoreWeave, G42, OpenAI & BlackRock’s Red Pill
29:47 — Minneapolis, ICE, and How the Valley Is Reacting
51:03 — The AI Chatbot Trap in Retail (And Why Everyone Will Fall for It)

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