00:00 – Intro
02:35 – Guest intro (Dr. Riad Hartani)
04:20 – Is #AI in peak hype cycle?
07:21 – What are the AI demand drivers? – Silicon/hardware/Infra, #LLMs /#models /apps/services/use cases
12:18 – Where is the #AIdemand coming from – #Consumers, #Enterprises, #SovereignAI ? How much of it is intrinsic/real vs. artificial/speculation vs. #FOMO
17:30 – Supply side of AI – #Hyperscalers, #Neoclouds, New investments
20:50 – Challenges of “If you build, they will come” of Neoclouds and new investment – Timing risk, possible workload, and architecture evolution/change, flexibly, etc.
23:35 – Risk of current scale of #CircularAIEconomy / #CircularAIInvestment, especially for Neoclouds
25:40 – RoI concerns of AI, outside early wins like Coding, content generation, and #chatbots
30:20 – Consumer vs. Enterprise adoption, can monetization of the consumer segment hold till the expected Enterprise ramp?
34:26 – If it is a bubble, what could be some early indicators of it bursting – Lower #infra utilization, closed / #opensource win/lose, wider silicon options?
37:20 – Who can survive if the #Burst ever happens – Bigger/existing players vs. new entrants/smaller players?
39:30 – Comparing and contrasting today’s AI situation with #Dotcom bubble – vision/ideas, revolution/evolution, timing, etc.
42:40 – Closing
