
Episode notes
In this episode of The AI Value Paradox, host Puneet Kalia (Founder & CEO of Kategos) sits down with Dr. Jeffrey Funk (Technology Expert, Author, and Tech Bubble Analyst) to dissect the economic realities of generative AI, cut through the noise, and challenge the prevailing tech hype.
With over four decades of experience studying tech growth cycles, Dr. Funk breaks down why today’s AI ecosystem shares striking similarities with the dot-com bubble, why top-down C-suite mandates are failing, and how leaders can build real, profit backed business value.
Key Takeaways:
• The Dot-Com Parallel: Is the current AI market facing a bigger bubble than 2000?
• Subsidized Compute & Circular Finance: Unpacking the true financial health of model providers.
• The C-Suite Disconnect: Why leadership's optimism ra ...
