Notas del episodio
Welcome back to AI Unraveled,
The "Infrastructure Phase" of AI is over. With Peter Thiel and SoftBank dumping billions in Nvidia stock, the "smart money" is signaling a violent shift. In this special executive briefing, we dismantle the concept of "Vibe Revenue"—money derived from novelty and FOMO—and reveal why the era of buying AI to "signal innovation" is dead.
We move beyond the "Kitchen Sink" fallacy of LLM benchmarks to the only thing that matters in 2025: Unit Economics. We break down the "Great Chasm" between laboratory performance and enterprise profit, and introduce the Trinity of Agentic ROI—three new financial metrics every CIO and CFO must track to prevent "runaway costs" and "infinite loops."
Strategic Pillars & Key Takeaways: