{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Talking Tech","title":"Talking Tech - Episode 30","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8f2d9edc\"></iframe>","width":"100%","height":180,"duration":1327,"description":"The big, big question facing everyone is how do you make an original comment about the AI bubble.\n  \nIan and George tack away from Cisco vs Nvidia and nonsense PE comparisons and revisit ‘F’d Companies spectacular dot-com flameouts’ - the basis for Ian’s recent blog, looking for real lessons and how not to avoid post-bubble mistakes.\n \nKey points are:\n \nDotcom was lots of relatively small things and a bit random. Much of the headline grabbing nonsense was for ventures with only single digit $m of funding. AI is big money spend in a relatively few areas. \n \nMuch of the nonsense worked eventually – webvan, Pets.com and furniture.com – but maybe not Ocado. Beware of throwing away things that don’t work first time around.\n \nKey parallels – Application Service Providers, short term fail but long-term success (as it morphed into SaaS) – will AgenticAI follow this path when it’s just too difficult at the first try? ","thumbnail_url":"https://img.transistorcdn.com/rN6GvBtAY0Pcp8OmzTBo-S_0DpbJFw0t1sU2bc62U3o/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQ5NDg5LzE3MDk0/NTQyODUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}