AI bubble + 95% of biz have no GenAI returns, Russia-Ukraine update, Eight Sleep raises $100M

This week the pod dives into the multi-trillion dollar question: is AI a bubble? The hosts break down the history of the dot-com bubble and compare what’s similar and what’s different this time. They also discuss the widely cited MIT study showing that 95 percent of organizations are getting no returns from generative AI, covering which types of implementations are seeing real value and where it actually makes sense for businesses to invest in AI.The conversation then shifts to the latest meetings about the Russia-Ukraine war. Trump has said the conflict would never have happened under his watch and even said that solving it could be his ticket to heaven. The hosts unpack the reality of Putin’s demands for land and his refusal to meet with Zelensky. Although Putin and Zelensky still haven’t met, Trump’s meeting with Zelensky and other European leaders was not as awkward as last time when JD Vance asked Zelensky if he’s ever said thank you.

Finally, the hosts cover whether Eight Sleep would “Get the Check” after raising a $100 million Series D. The cult-favorite sleep tech promises better rest with its smart mattress cover. Tech bros ever might be needing its calming effect if the AI bubble really does pop. Tune in to hear why the hosts disagree on whether they would write the check.

00:00 Intro

01:27 Sam Altman on the AI bubble, 95% of biz have no GenAI returns (MIT)

34:10 Trump tries to solve Russia-Ukraine

48:58 Eight Sleep raises $100M