Every Week Feels like an AI Gartner Hype Cycle

Описание: From extreme ups to startling downs, every week can feel like the peak of expectations and the trough of disillusionment for AI.  


SHOW: 954


SHOW TRANSCRIPT: The Cloudcast #954 Transcript (https://docs.google.com/document/d/1O...)


SHOW VIDEO:    / @thecloudcastnet   


CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw


CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS" (https://cloudcastbasics.net/)


SHOW SPONSORS:

• [DoIT] Visit doit.com (http://doit.com/) (that’s d-o-i-t.com (http://d-o-i-t.com/) ) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.
• [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo (https://vasion.com/demo/?utm_medium=t...) to see the difference for yourself.

SHOW NOTES:


THE UPS AND DOWNS OF AI - THE CONSTANT HYPE CYCLE


Healthy Competition [YES]


Consumer and Enterprise Markets [YES]


Market leader(s) [YES, sort of]


Well-Defined, profitable business model [NO]


Open, lower-cost alternative emerged [YES/NO]


Usage patterns emerging [YES/NO]

• [ups] Constant high-profile VC, Sovereign wealth, hyperscaler funding of AI startups
• [ups] Constant high-profile CAPEX spending by hyperscalers, model builders, data center builders
• [ups] Rapidly growing user-bases
• [ups] Growing revenues at some companies (NVIDIA, OpenAI, Google, Microsoft, Anthropic)
• [downs] Growing losses at high-profile companies  
• [???] Frequent, high-profile movement by key people at high-profile companies (engineers, leadership)
• [downs] Frequent, partial acquires of founders and key engineers, but not entire companies
• [downs] Secondary market scales of startup shares, bypassing traditional secondary and public markets
• [downs] No “NetFlix of AI” company
• [downs] No “AI Agent” success stories
• [???] Consumer “winner-take-all” mindset from AI companies
• [downs] Enterprise companies struggling to create ROI+ projects (in early days)
• [???] Enterprise “bundles” raising prices (CoPilot, Gemini, etc.)
• [downs] Unclear if new frontier models are getting better than previous versions (e.g. GPT-5)
• [???] Are inference prices coming down (https://a16z.com/llmflation-llm-infer...) ? 
• [ups] Consumers have many excellent AI choices
• It’s unclear if AI companies have created any moats yet; it’s unclear if LLMs can be differentiated
• Chatbots, developer-assistants and document management are use-cases. What else?
• Are agents ready to be mainstream yet? 
• Pick-axe providers are making the money right now (NVIDIA, Broadcom, etc.), but is there moat entirely on super-premium HW?
• User-experiences are still being understood
• Will AI + Ads (business model) be a big bang event, or happen gradually? 

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter/X: @cloudcastpod (  / cloudcastpod  )
• BlueSky: @cloudcastpod.bsky.social (https://bsky.app/profile/cloudcastpod...)
• Instagram: @cloudcastpod (  / cloudcastpod  )
• TikTok: @cloudcastpod (  / cloudcastpod  )

FEEDBACK?

• Email: show @ the enterprise ai show dot come
• Bluesky: @TheEntAIShow.bsky.social (https://bsky.app/profile/TheEntAIShow...)
• Twitter/X: @TheEntAIShow (https://x.com/TheEntAIShow)
• Instagram: @TheEntAIShow (  / theentaishow  )