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Are we witnessing an AI boom… or teetering on the edge of a bubble?
The week’s AI headlines were nothing short of seismic - from OpenAI’s Dev Day domination and Anthropic’s big-league partnerships, to eyebrow-raising corporate debt moves that scream dot-com déjà vu.
In this weekend update, host Isar Meitis pulls no punches breaking down what’s hype, what’s real, and what it all means for business leaders navigating the AI revolution. From Dev Day's tool-heavy drops to strategic plays that could define (or destroy) entire industries, this is your one-stop download of the must-know stories in AI.
Recommendation: If you want to outpace competitors in an AI-powered future, listen to this full breakdown. Understand the tools, spot the red flags, and make better strategic bets.
In this session, you'll discover:
- The real implications of OpenAI’s Dev Day announcements and why their new “apps” might replace the browser
- Why Anthropic’s IBM + Deloitte partnerships matter more than press releases suggest
- Whether OpenAI's partnership with AMD is genius strategy or dangerous bubble-fuel
- The growing chorus of experts warning: AI may be overhyped and the subtle signs of an investment bubble
- What business leaders are really thinking: 79% of CEOs are confident, but also bracing for AI’s organizational whiplash
- Why workforce transformation is about upskilling, not just automation and what KPMG’s CEO Outlook survey just confirmed
- Who's likely to win the AI agent wars and what this means for tools like Zapier, Make, and N8N
- Why the workforce shrinkage from retiring boomers could change the narrative around job loss and AI
- The productivity paradox: why businesses see huge ROI from AI, but the job market isn’t catching up… yet
👉 Want to build an AI committee or AI Center of Excellence at your company?
Reach out to Isar on LinkedIn or email him directly — he helps teams from startups to Fortune 500s lead confidently in the age of AI.
About Leveraging AI
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 10 (00:00):
Hello and welcome to a Weekend News episode of the
(00:02):
Leveraging AI Podcast, thepodcast that shares practical,
ethical ways to leverage AI toimprove efficiency, grow your
business, and advance yourcareer.
This Isar Metis, your host, andwe have.
A lot to cover this weekend.
OpenAI held their dev day thisweek, and there's a lot of stuff
to learn from it and to coverfrom things that they've
actually shared and arereleasing.
(00:23):
There's some really big newsfrom philanthropic.
We're going to talk aboutwhether we are in an AI bubble
or a boom, or maybe a mix ofboth, and we are going to cover
some interesting new data pointswhen it comes to the impact of
AI on jobs.
The impact of AI on the economy.
The first section in which we'regoing to talk about open AI and
dev day and its implicationsit's actually a recording from
(00:47):
our AI Friday Hangouts, which isan open to the public session
that I'm doing every singleFriday at 1:00 PM Eastern.
It's a community of people whocare about AI and how it's going
to impact their lives and theirbusinesses.
We get together every singleFriday at 1:00 PM and we discuss
ai.
Sometimes it's more tactical,sometimes it's more strategic.
Sometimes in this case, somebodyasking me about what happened in
(01:09):
dev day and can I give them aquick recap in what I think
about it?
So this is the section you'regoing to hear.
If you want to join us everyFriday, like I said, it's open
to the public.
Just drop me a note on LinkedInor send me an email, tell me
that you're interested injoining us.
We usually have about 25 to 30people every single week, and we
just discuss it.
It's just as me, other peopleare sharing.
Their findings and things thatthey have learned and so on.
(01:32):
So it's a great way to keep upto date and learn things about
AI when it comes to business.
So, as I mentioned, just let meknow if you want to join, but
now let's start with the news.
So OpenAI had their dev day thisweek
Speaker 5 (01:52):
they had dev day On dev day they usually don't
release necessarily new models,even though they kind of had two
announcements that are modelrelated.
Uh, so the two announcementswere.
Uh, smaller version of theirvoice engine and a smaller
version of their image enginethat are delivering, you know,
(02:13):
85% of the capability at 70%discount on the tokens.
Uh, you see that more and morethat's happening a lot recently.
Uh, you know, the first companywe can also doing this is, is
deep seek, which didn't startwith their model, but they still
did the same process.
Uh, and since then we've seenthis again and again and again
with these companies.
(02:34):
Uh, the latest one is Grok fourTurbo, whatever they're calling
the, the smaller Grok four,which achieves like 90% of what
GR four can do at like an 80%discount and faster.
And like all these models aredoing the same thing.
So OpenAI came out with the samething for their voice.
Uh, API and for their imagegeneration, API.
(02:56):
And so you can, you can now dothis, which is gonna save you a
lot of money and get, for thevast majority of cases, a good
enough solution, uh, which isfantastic.
So this is kinda like, was the,the very least interesting stuff
that they've released.
Uh, usually dev day is aroundtooling and specifically touring
for developers, right?
That's the whole point.
(03:16):
So they've released severaldifferent things.
The most interesting one is appsinside of Chachi pt, right?
So if you remember, they hadplugins way, way back, and then
they sunsetted it because itdidn't really work.
So this is the new version ofthat, but it's a lot more
interesting in the way they'veimplemented it.
(03:36):
So the, the idea here is, firstof all, a lot of the
infrastructure is already therebecause behind the scenes it's
actually using MCP.
So the implementation of MCPallows you to bring any third
party software and connect withit in.
A very seamless, uh,implementation.
And then the idea is that theapplication can so it, it
(03:59):
doesn't take over the chat, butthe chat is aware of what's
happening in the application,right?
And so you can run a search fora travel and it will show you
like a travel box, but then youcan go and ask questions like,
oh, I'm actually looking for afour star only.
And they say, oh, okay.
And then it's gonna, uh, do thething.
So it's aware of what'shappening.
(04:21):
Uh, they've shown Can Academyand how you ask for a lesson and
it's gonna do the thing.
And then you can ask follow upquestions that do not appear in
the lesson in Can Academy.
But because Chachi Pett is awareof what's happening in the Khan
Academy lesson, now Chachi PITItakes over and gives you
additional guidance orexplanations and so on.
Um.
(04:41):
So that, that's one greatexample.
And they created an abs, DK thatany monkey can now create these
apps for open ai.
So they've, they're in therelease.
They had, I dunno, like 20launch partners and they already
said that there's another 20 inthe queue.
And then, but the idea is nowthat there's abscess, dk, anyone
(05:02):
can put their app on chat g pt,uh, this, if it works this time,
and it doesn't matter if it'sthis time or the next time
around, eventually will work,which means it's taking over the
internet, right?
This is replacing the browser.
Combine that with slightly moreagent capabilities that will
(05:24):
allow on its own to use the appswithout you having to figure out
which apps to use.
And it has its tooling becomeseverything.
So this is a step in thedirection of a OpenAI taking
(05:46):
over the World B Angen universethat has access to an endless
number of tools at itsfingertips.
And it can pick and choose whichone to use for what purpose.
So if we take the the tripexample, uh, right now, you have
to go through the connector andsay, uh, look for all the emails
(06:08):
that I have about my upcomingtravel.
And then it will find theemails.
Then you copy that and say,okay, uh, for this trip from
blah, blah, blah, blah, blah, Iwant, but in the future, it
would just say, okay, I, I wantyou to take care of my travel
for the next two weeks based onthe emails that I, and the
things that, and the agreementsI've signed.
And it will, it will go and findthe emails and we'll look for
(06:29):
the thing and we'll do the, uh,decluttering of the information.
It will figure out the rightflights and how long you wanna
stay and if it has your.
Context, going back to ouroriginal conversation somewhere,
knowing that you like to stay atMarriott because you collect
their points and you like flyingred eyes back from the West
coast and you don't like flyingwith spirit for obvious reasons
(06:50):
and so on and so forth.
Uh, then, then, then it would dothe thing like just, and, and
you know, if it's really nice,we'll say, okay, here are two
options.
Which one do you prefer?
Uh, that's where it's going.
And so, and, and to be honest,that even will require you
triggering it because it will beaware of what you're supposed to
(07:12):
do.
And I'll say, Hey, I'm bookingyour travel for this thing.
Is that okay?
You won't even have to sayanything because you just sign
an agreement that you have to beat so and so place for these two
days or something, meaningtraining, sales, delivery, like
whatever the case is.
Uh, it, it, it will be aware ofthat because it has access to
your inbox.
(07:33):
So it, it's just.
From, from open AI's perperspective.
When I mean taking over theworld, you heard me say that a
thousand times.
I'll say it a thousand more.
Context, context, context,context.
It's just more context.
They will know.
Think about Google.
Why is Google one of the largestcompanies in the world?
Because it's into everything wedo.
(07:53):
It controls our browser, itcontrols our search, it controls
our phones, it controls ourvideos.
It con they just know more stuffabout you.
OpenAI will are competing on thesame thing.
Uh, and so this is one thingthat they, uh, done is the apps.
(08:14):
The second thing that they'vedone is the whole agent kit,
which has several differentcomponents.
One of them is an agent builder.
Then there's different overlayson top of the agent builder that
is supposed to help you evaluateand make it safer, uh, kinda
like on its own.
And this is, you know, a shotright into the gut of, and I
(08:35):
then make.com, Zapier, Lindy,like all, all, all of these.
Uh, and it's, it's a step in theright direction.
Like you see a lot of peoplesaying, yes, this is gonna kill
any 10 and it's gonna killZapier, and so, and so, so
(08:55):
forth.
And the answer at least of rightnow is not yet, uh, whether
that's actually gonna happen ornot.
Time will tell.
It is very, very hard to competewith 800 million weekly users.
It's very, very hard to competewith.
I wanna raise another billiondollars, so I'll do it tomorrow.
(09:20):
When, when, when NA 10 just dida huge announcement that they
raised$180 million, which twoyears ago would've been, holy
shit, that's incredible round Cuh, but now that you're
competing against open ai,that's a whole different story.
That doesn't sound like a lot ofmoney.
(09:42):
Uh, the other crazy thing aboutthis whole agent thing, which
again, is not at the level of NA10, yet they're claiming that
they've used open AI codex and avery small team to develop the
whole thing from idea todeployment in six weeks.
(10:05):
That is insane Now.
Yes, it's not at the level ofZapier or.
Or, or anytime, whatever.
But it's a nice step in theright direction in six weeks,
which tells you how crazy goodthese AI development tools are
(10:29):
right now.
Now whether they're using aspecialized version of Codex or
like the general available, itdoesn't matter because even if
there is using, they are usingspecialized one, that's gonna be
the next version they release.
So it's like, uh, the, the, thetimelines here are very, very
short.
And so being able to release a,a gen building tool that raises
(10:54):
the question whether it cancompete with NA 10 and make that
has been around for a long time,tells you how crazy the software
world is right now.
Um, and then the last thing thatI will say about what are the
gaps that it has now?
That I think are not major.
One is connectors to existingtools.
(11:17):
So, you know, NA 10 has all theexisting nodes make, has even
more, Zapier has even more.
I don't see that as a big gap,especially in the world of MCP.
So if, if you don't have to sitsomebody down to write the API
to this tool, because you can'tjust connect to the MCP, then,
(11:40):
then the, the timeline toconnect to some of these tools
become, I'll add a tool every 10minutes assuming the MCP was
done properly, which not agiven.
I'll give you an example in aminute.
Uh, so that's number one.
Number two is there's a lot ofstuff in Zapier, NA 10 and so on
(12:03):
that are not agentic.
It's just a regular automationflow.
Which has huge benefits.
The biggest benefit, there's nostatistical question there.
It will do the same thing everysingle time, and an agent won't.
That's the benefit of an agent,that it doesn't do the same
(12:25):
thing every single time.
It actually thinks about what itneeds to do.
But there are many cases thatyou wanna mix and match these
two things.
You want a process that will gostep by step exactly the same
way every time, and then thinkabout it in one or two of the
steps.
It doesn't do that at all.
Now, will it do that in thefuture?
(12:46):
I dunno if it takes six weeks todo.
Probably yes.
In six weeks.
I don't know that, and so I, Ireally think that this is a, if
I've learned anything.
From this dev day, and it wasvery obvious before, but this
made it like crystal clear inthe open.
(13:10):
We are here to take over theworld every time, everywhere in
everything, across anything thatanybody does.
That's basically, if you wannasum up what they've announced,
this is what they've announced.
We don't care what you do orwe're coming for you.
Uh, which, you know, for acompany that nobody knew that
(13:34):
existed, uh, in 2022 and is nowworth whatever, whatever they
decide, because that numberkeeps going up every few weeks,
as of right now, half a trilliondollars, uh, and can raise
whatever amount they want inwhatever pace they want, and has
(13:55):
the most talented people andunlimited compute and unlimited
capital.
I don't know if I wanna betagainst them.
Speaker 10 (14:05):
And now from OpenAI to Anthropic.
Anthropic also had a verymeaningful week.
They have signed two verysignificant deals, but before we
discussed the deals that they'vesigned, let's talk about
something very interesting thatthey have.
Released or announced this week.
So they just launched two publicbeta plugins for their
development environment.
(14:26):
So this adds slash commands totheir development solution that
allows to integrate severaldifferent capabilities.
And these come in four differentcustomization types.
Plugin bundles slash commands,which allows to provide custom
shortcuts and additionalcapabilities.
Sub-agents, which arespecialized task agents that can
do specific things within yourcoding environment.
(14:47):
MCP servers, which add tools anddata connectors to your
environment and hooks, which.
Are adding workflow behaviormodifiers.
Now the idea is that theseplugins enable developers to
package and share complex setupslike debugging, workflows, and
deployment pipelines with just asingle command instead of an
(15:08):
entire setup that was requiredbefore.
Which means developers inside acompany or across open source
universes, or just sharing withthe world can share a lot of the
stuff that they're doing andenhance the.
Coding environment very quicklyand very easily.
Now, in addition to make it eveneasier to share, anyone can host
a plugin marketplace via a Gitrepository or just a URL.
(15:30):
And the idea here is obviouslyto create a flourishing and
fostering community that willdevelop and share these kind of
plugins and additionalcapabilities for Claude Code.
Now examples that they gave isthat these plugins can be used
to support enforcing teamstandards, aiding open source
contributors, sharingproductivity workflows,
connecting internal tools andbundling framework specific
(15:53):
customizations.
oUt of the box, anthropic aresharing four different things.
They're sharing plugins for PRreviews, security guidance,
cloud agent, SDK development andmeta plugin for creating new
plugins.
I anticipate this thing to catchlike wildfire and be something
similar to MCP.
This might become a new standardon how.
(16:15):
AI tools are sharing advancedand more customized
capabilities, definitely withincompanies.
I think this will flourish, butI also see like an international
open source community comingaround this this provides a lot
of.
But as I mentioned, in additionto this philanthropic sign, two
mega deals this week, the firstone we're gonna discuss is their
(16:36):
deal with Deloitte.
Deloitte is going to beproviding cloud access to over
470.
Thousand professionals that workfor it all around the world.
In addition, they're going towork together to develop what
they're calling the ClaudeCenter of Excellence, which
Deloitte will establish togetherwith philanthropic in order to
train experts on how toimplement and develop frameworks
(16:58):
and solutions.
Using different cloud tools.
They have already created acertification program for 15,000
Deloitte professionals that willbecome the champions for cloud
implementation across the entireorganization.
This is a very similar approachto what I do with most of the
companies that I work with,where we establish a center of
excellence, we establish an AIcommittee.
(17:19):
And we create a network ofspecific individuals who either
raise their hand or theorganization thinks are the best
fit to become the championsacross the different
departments.
What this does is it guaranteesthat in addition to the top down
approach, you're getting abottom up grassroots
implementation and innovationacross the entire company.
Now in addition to obviouslyinternal work, the goal of this
(17:40):
partnership is to create toolsand solutions tailored for the
clients of Deloitte acrossmultiple industries with a
specific focus on regulatedindustries such as financial
services, healthcare, publicservices, which all prioritize
compliance, transparency, andsecurity, which is exactly the
things that Anthropic are knownfor.
So again, a huge deal forAnthropic.
(18:01):
The biggest deal they signed sofar from a size of the
enterprise client that they'resigning.
Another really big deal thatthey signed this week is with
IBM in the partnership with IBMthat was announced on October
7th.
IBM is going to integrateClaude's large language models
into their IBM portfolio,starting with the AI IDE that
(18:22):
they're developing jointly.
Claude will practically be theAI first IDE, also known as in.
Integrated developmentenvironment, which is the
platform that developers use towrite code and it is already
available for private previewfor select IBM clients.
It is automating tasks like codemodernization, upgrades,
migrations, refactoring of code,and so on across the entire
(18:45):
software development life cycle.
As we just heard, the additionalnew capabilities to create
plugins and so on, all of thatis going to become a part of
what IBM is offering theirclients.
In addition, In early testing,internally in IBM with over
6,000 IBM internal users showedan average productivity gain of
45% with Claude generatingtasks, code suggestions, and
(19:08):
handling security compliancechecks.
45% is a very significantnumber.
It means that those 6,000people, more or less, are
working twice.
As fast than anybody beforethat, inside of IBM.
And if they can sustain that andobviously deliver that to IBM
clients, that is verysignificant.
Now, IBM is also exploring,integrating Claude into some
(19:30):
additional software products,including their Watson
assistant.
They also work together toco-develop what they're calling
architecting Secure EnterpriseAI agent with MCP, which is a
guy that is outlining the agentdevelopment lifecycle, A DLC,
similar to the concept of SDLCfrom the software world for
building, deploying, andsecuring enterprise grade AI
(19:52):
agents with open standards.
tHis, I believe is very goodnews.
I think it's a greatpartnership.
It provides the stability andthe reach of IBM together with
the innovation and the new AIcapabilities of anthropic to a
very large audience like DinishNimal, who is the senior Vice
President of software at IBMsaid this partnership is giving
(20:12):
development teams AI that fitshow enterprises work, not
experimental tools that createnew risks.
And I couldn't have said itbetter.
I am certain that IBM clientswill be excited to receive these
capabilities.
IBM investors definitely likedit as their shares rose 7.5% in
early trading post announcement.
Speaking of jumping stockprices, there is a growing
(20:35):
chatter on the fact that wemight be in a very serious AI
bubble, even though they arepeople who are thinking the
other way around.
But the voices who are claimingthat the bubble is very clear,
are growing stronger.
In a very interesting articlefrom Axios this week, they
shared several of such opinions,and the main thing that they're
highlighting is.
(20:56):
Off balance sheet debt that isbeing used in order to finance
some of the crazy investmentsthat we're seeing in the past
few months, which feels verysimilar to what was happening in
the.com crash with crazy debtfunding that led to eventually
the collapse of that very bighype and very similar to the
(21:17):
2007.
2008 financial meltdown weredifferent, not.
Totally clear financial trickswere used in order to finance
the growth with a lot of debtthat was raised in really weird
ways.
Well, apparently there is agrowing phenomena of corporate
debt that is quietly ballooningin ways that are not the
(21:37):
standard ways of raising money.
Which means ways that are lessvisible to the shareholders.
Two examples that were raised inthis article.
Meta is raising$29 billion inprivate capital for AI data
centers via SPVs, which isallowing the company to avoid
reflecting that debt on itsbalance sheet.
A similar approach is being usedby Oracle that has issued$18
(21:59):
billion in bonds in order tobankroll its AI infrastructure
expansion.
Very similar kind of thing.
Or as Dario Perkins, themanaging director of Global
Macro at ts Lombard, which is aglobal data and investment
intelligence company, said, andI'm quoting.
It feels much closer to 2000than 1995, and he continued.
(22:20):
I wouldn't touch this stuff.
Now what basically he's sayingis that what's happening behind
the scenes with the amount ofkind of like shady debt that is
being raised in order to financesome of these things is, feels a
lot more like the end of the.comboom versus the beginning or the
middle of it.
Investor and author Paul Kroskysaid, and I'm quoting, the
(22:41):
market is rewarding them even ifit makes no economic sense to
spend at this level, becausethere is no way they can recoup
the value of the capitalspending.
So that's another viewpoint ofsomebody who thinks we are
definitely heading into a bigbubble.
In addition to these deathmechanisms, AXXIS also mentions
investment recycling and insiderselling basically means people
(23:04):
from the inside who startedselling their stock because they
don't necessarily believe it'sgonna go higher, or maybe they
know something about where it'sgoing next, which might be the
opposite direction.
All of these are very obviousred flags.
What exactly is in investmentrecycling?
We're gonna talk about a veryinteresting example later on in
this episode.
Two other very prominent figureswho shared their concerns is
Jeff Bezos and David Solomon,who is the CEO of Goldman Sachs.
(23:29):
Bezos said, and I'm quoting,this is a kind of industrial
bubble.
Talking at the Italian TechWeek, and he basically says that
investors are currentlystruggling distinguishing
between good ideas and bad ideasbecause of the amount of hype
that there's around it.
So there's a lot of money going,not necessarily in the right
direction.
That being said, he was veryclear that he believes AI has a
(23:51):
transformative impact acrossindustries and across different
sizes of companies and acrossthe entire globe.
So he's not saying that AI willnot transform everything that we
know.
He's just saying that some andmaybe many of the investments
are bad investments at thisparticular point and that many
people don't know how to tellbetween good or bad.
And Solomon said, and I'mquoting, I wouldn't be surprised
(24:12):
if in the next 12 to 24 monthswe see a drawdown with respect
to equity markets.
Again, that's coming from theCEO of Goldman Sachs.
He knows one or two things aboutmaking these kind of predictions
and he wouldn't make them unlesshe actually believes this is
where it's going.
That being said, he is talkingabout 12 to 24 months.
That's a pretty long timeframe.
And to give you an opposingopinion.
(24:34):
Dan Ives from Wedbush Securitiesargues that the AI market that
is underlined by huge investmentin hardware, real investment in
actual goods, and in huge growthin services in companies such as
chat, GPT, uh, that is seeingreal growth and real demand
defers and is dramaticallydifferent than the.com bubble.
And he's predicting a two orthree years tech bull run with
(24:57):
accelerating enterprise spendingand implementation.
So.
You can see views to twodifferent directions, But here
are a few other data points foryou.
there was another great articlethis week by the information.
The information is a greatsource of internal, reliable
information from the leadingcompanies in the world.
And they shared about the verythin margins that Oracle is
(25:17):
experiencing in this crazyexpansion that they're going
through right now.
So we shared with you some ofthe latest deals by Oracle.
Their stock price have jumpedthrough the roof.
On the news of the new dealsthat they signed with projected
revenue of$381 billion in thenext five years.
However, internal documents arerevealing that there's a razor
thin margin to this revenue,which is raising concerns and
(25:42):
questions about A, thesustainability, and B, the level
of risk that they're taking inorder to do this.
So.
Oracle Cloud business hasgenerated$900 million in revenue
in the quarter, ending onAugust, 2025, but the gross
profit of that was only 125million, which is 14%.
The profit margin of their AIcloud server rentals has ranged
(26:05):
between 10% and 20% averaging16% in the past year.
Now, without any benchmark thatis meaningless, but the average
profit for overall Oracle beforethis AI expansion was 70% seven
zero.
So 14 to 16 is a very, verysmall margin compared to what
(26:25):
they are used to.
Add to that, the fact thatOracle lost nearly a hundred
million dollars on NvidiaBlackwell chip's rentals in this
past quarter, partially due tothe lag between data center
setup and customer usage, butit's still showing you that a
lot of the stuff that they'redoing right now is not
necessarily profitable, whichmeans together with a small
margins might be a very highrisk.
(26:47):
Combine that with the fact thatin some of their margins are
further squeezed by the factthat some of the leasing data
centers are actually from athird party.
Meaning they're just themiddleman in which they have
even smaller margins, which isvery different than like AWS
Google Cloud, et cetera, whichown the vast majority of their
facilities.
(27:07):
Now to add even further risk tothat, Oracle's top AI cloud
customers are five companies,ance, meta Xai, OpenAI, and
Nvidia.
And they together account for80% of its AI cloud revenue.
Which is a very seriousconcentration, which raises a
lot of risks.
This, you know, there's a lot ofcompanies who have the 80 20
(27:29):
rule.
This is more like the 98 2,where a very small percentage of
the clients are holding a very,very large percentage of the
revenue.
So if the relationship with oneor two of them goes south, for
whatever reason, it puts theirentire operation at risk.
Now, earlier we mentionedcircular investments and the
risk aspect of them, and we gotan amazing example of that this
(27:52):
week.
So this week OpenAI announced avery interesting deal with a MD.
Why is it very interesting?
It's very interesting for twodifferent reasons.
Reasonable.
1:00 AM D is NVIDIA's number onecompetitor, and Nvidia has been.
The number one backer from atechnology perspective and from
a partnership perspective toOpenAI since day one.
If you remember Jensen, Huangpersonally delivered the first
(28:13):
GPU of the first model and thenof the second model, uh, to Sam
Altman and OpenAI.
And so very long lasting, strongpartnership between these
companies.
So going and signing a reallylarge deal with their number one
competitor may not be the bestidea in the world.
But putting that aside for aminute, this deal is structured
in a very interesting way.
(28:35):
OpenAI are going to get 10% of.
These stock as part of thisdeal.
The deal, by the way, is for sixgigawatts of chips, which is a
huge amount of compute.
It's an unheard of amount ofcompute until the last few
months where we've seen similardeals through Stargate and
through the partnership withNvidia.
(28:57):
And this is going to deliverthis six gigawatts of compute
with MI four 50 series chipsfrom a MD.
To open AI over the next fewyears now.
This whole deal, if you thinkabout it, is really, really
weird because A, how the hell isOpenAI going to pay for the deal
with Oracle?
And then two, the deal withNvidia.
(29:18):
And then for this, there is noway they can raise this kind of
money.
But if you remember, they got10% of a MD stock, a MD stock
rose, 43% this week with 11% ina single day, just on Wednesday,
October 8th as a result of thisnews.
So the amount of money OpenAImade.
On paper at least by justgetting this 10% of stock and
(29:40):
pushing the stock forward can byitself help them pay for a chunk
or maybe all of the immediateinvestment that they need in
order to start paying for thisdeal.
So this is really money beinggenerated out of thin air with.
open AI getting stock, stockprice jumping through the roof.
Now they have the money they canactually pay for the goods that
otherwise they did not havemoney to pay.
(30:01):
This sounds like a great way toblow up a size of a bubble
without having actual moneybehind it.
That being said, with the amountof runarounds that Sam is doing
around the world right now tobuild international relationship
with actual countries and hispush to develop data centers all
around the world, uh, isshowing.
(30:22):
Just like we said in thebeginning, that they're going
for world domination and they'reliterally trying to get any
piece of compute that they canand secure that ahead for the
next few years.
And if they are successful indoing this, they will have way
more compute than anybody else,which is a key for the success
in the AI era.
So there definitely setting up avery high bar and generating a
(30:42):
lot of risk.
But on the other hand, ifthey're successful, they're
setting themselves up for worlddomination.
Now Jason Huang related to thistopic with two different
approaches.
One is he was obviouslysurprised by the deal and even
more surprised by the fact thata MD gave 10% of their stock to
OpenAI.
But he's still very stronglysupporting the.
(31:02):
Open AI future.
And he specifically said, andI'm quoting, my only regret is
that we didn't invest more.
So he's a strong believer in thefuture of open ai.
And to be fair, he must be astrong believer in the success
of open AI because potentiallythe success of his company
depends on it.
So where does US leave us?
It leaves us with contradictingopinions from some leading
people around the world, butthere's definitely more and more
(31:24):
signs that are not.
Smelling very good.
I'll just put it, uh, this wayand we'll obviously keep on
following and telling you howthis thing evolves.
Uh, but right now there'sdefinitely an explosion in
investment, not necessarily onlyin the right things, and even if
OpenAI are successful ineverything that they're doing,
and that raises all the shipsthat they're connected to.
There are many, many, manydifferent startups who raised
(31:47):
crazy amounts of money, and thatmoney may go away.
Because OpenAI or Gemini, orClaude or all of the above are
going to release features thatare going to basically do what
these companies do.
We saw a great example earlierin this episode with the agent
builder by OpenAI that maypotentially replace companies
(32:08):
like Zapier and NA 10 end.
make.com in the future.
I don't think it's there yet,but the direction is very clear.
And there were many othersimilar examples in the past few
months of a new feature comingout from these companies that
killed entire industries of AIstartups that did something very
specific that is now a part ofchat GPT.
(32:29):
And from that, let's switch tothe topic of the impact of AI on
the workforce and the economy atthe CNBC Workforce Executive
Consult Summit in New York.
Malik, who is a Whartonprofessor and one of the people
I really enjoy following, whenit comes to talking about ai, he
always shares really interestinginsights and things that he's
learning or things that he'sfinding from other people.
(32:50):
He said, with regards to theimpact of AI on the workforce,
and I'm quoting, I can tell youno one knows anything.
He's claiming for all the rightreasons, that regardless of what
the big labs are saying aboutthe future or, and so on and so
forth, we have very littleactual data to really analyze
where this might be going.
If you think about the Chachi PTmoment was less than three years
(33:12):
ago.
We're coming up on three years,and if you think about real
implementation at large scale atthe workforce, it started
roughly this year.
So we have about one year ofdata and very little to work
with as far as making anyspecific projections.
The.
Many studies, including onesmade by Ethan Molik, together
with Boston Consulting Group andothers, is showing significant
(33:35):
gains from using AI drivenproductivity tools and which by
definition will drive changes inthe workforce.
In addition to that, ClaireMcIntyre, the senior Vice
President and Chief peopleOfficer at Sims Club said, and
I'm quoting, we frankly don'tknow what the future looks like.
This is the worst version oftechnology we will ever use.
(33:58):
And what you mean by that isit's ability to replace.
People across a very wide rangeof aspects of what the company
does.
And again, this is Sam's Club.
It's not like a somebody's sidehassle.
It's a part of Walmart and avery large organization and
capability.
And the sentiment is very clearto what this might do to the
workforce in that organization.
(34:19):
She also mentioned that itrequires a very significant
cultural shift, and the culturalshift is going from rewarding
people from having answers, andthat needs to evolve to valuing
and I'm quoting, askingbrilliant questions, editing
information, and makingdecisions at the speed of
TikTok.
So this is telling you that thesuccess.
(34:39):
This AI era will come fromchanging the way that people
think and work in the workforce,and not just changing the
technology around us.
Another person that weighed inis Kirsten Barnett, the
executive director of the NewYork Jobs CEO console, who said,
everyone knows we will needsomething a little different
from before, but we don't knowwhat that will look like in five
(35:01):
or 10 years.
And I will say that we don'tknow how this will look like in
two to three years.
I think he's underestimating howfast and how dramatic the change
it is.
What they're all recommending todo is for organizations to
develop AI savvy leadership,create internal AI labs and
crowdsource innovation acrossthe company, which is exactly
(35:22):
what I have been doing with allthe companies that I've been
working with, establishing AIcommittees, working with the
leadership on developing an AIcentric plan and training.
Employees and re-skillingemployees to allow them to drive
innovation with AI acrossdifferent aspects of the
company.
If that's something you'relooking to do in your business,
whether you are at the top ofthe leadership or something in
(35:44):
the middle and you want me totalk to your leadership team,
please reach out to me onLinkedIn or send me an email.
Uh, this is what I do everysingle week at medium, small and
large organizations from a fewmillions to billions of dollars.
Uh, in revenue and if, again, ifthis is something that you want
to do in your organization andyou should, please feel free to
reach out.
(36:04):
Additional information from theCNBC Workforce Executive Console
Summit.
Actually revealed someinteresting information.
The first piece that I reallywasn't aware of, came from Kali
Yos, the CEO, and founder ofFlex Plus Strategy Group, and he
said that roughly 6 millionworkers, primarily Gen Xers and
boomers, are expected to retire.
(36:25):
Over the next five to sevenyears without an equivalent
replacement from Gen Z and GenAlpha, which is creating a
incredibly contractingworkforce.
This is the term that he usedwhich basically means that this
big retirement may offsetwhatever job loss is created
right now by AI and otherfactors such, such as the global
(36:46):
economy.
Uh, and there's definitely a jobloss right now.
a DP reported private sectorloss of 32,000 jobs.
Just last week, the Bureau ofLabor Statistics have shared
that.
There are only seven point 18million openings in August,
which is the second lowest monthsince 2020.
And there also mentioned thatrecent college grads are, have
(37:07):
the highest issues with findingnew jobs.
That being said, yos predictsthat AI will fuel net job
growth.
That will amplify demand in whathe calls a shrinking pool, which
is interesting, right?
So there's gonna be a demand forAI capable employees.
At the same time, the workforcewill be shrinking, and so we
will actually increaseemployment as a percent.
(37:28):
The BLS projections are roughlyaligned with that and they're
forecasting overall LE laborgains of 8.9 million jobs and
which is 5.5% of the USworkforce between the years 2020
to 2030 and
Speaker 14 (37:41):
the World Economic Forum Future Jobs report of
2025, estimates 170 million.
New tech driven jobs by 2030netting 78 million after 92
million displacement because ofai.
What do I think about this?
I think the respectable reallysmart people at both the Bureau
and the World Economic Forum donot really understand ai.
(38:05):
They do not really understandwhat it can do right now, and
they definitely do notunderstand where it's going in
the future.
Think that their projections areoptimistic.
That being said, I really hopethat they are right and I'm
wrong, but from everything thatI'm seeing, working with
different companies and seeingwhat the impact can be, the
implications of AI right now.
(38:25):
Are significant and the onlyreason we're not seeing very
dramatic shifts in the jobmarket is because most people,
and most companies don't knowhow to use AI to its full
potential right now, but it iscoming and it is coming fast, as
we will learn from the nextsegment.
So.
KPMG just released their globalCEO outlook.
(38:46):
It's a survey that they releaseseveral times a year the way
they do the survey.
In this particular case, theysurveyed 1,350 CEOs from
companies.
That generate over$500 million ayear in revenue across 11
markets and 12 differentsectors.
And they did the survey betweenAugust 5th and September 10th,
so it's very recent.
(39:07):
They found a lot of veryinteresting things.
The first thing they found isthat 79% of CEOs are confident
that their organizations willgrow despite the global economic
confidence dropping to 68%,which is a five year low, 71% of
CEOs, so almost three out offour prioritize AI with 69%
(39:29):
allocating 10 to 20% of theirbudget to ai.
Now, the really interestingparameter when it comes to AI
implementation is that theseCEOs are expecting to see
positive ROI in one to threeyears, which is faster than last
year's projection, which wasthree to five years.
What that tells us is that manyof these CEOs started
implementing stuff last year.
(39:50):
They're already seeing results,and hence, the projection for
positive ROI has shrunkdramatically again, from three
to five to one to three years.
57% anticipate significantimpact from agent ai.
Now, I personally am notsurprised with the next topic.
And if you've been listening tothis podcast for a while, you
shouldn't be surprised as well.
71% of CEO emphasize retraininghigh potential talent as a key
(40:15):
to AI success with 77%.
So three quarters noting that AIupskilling as the critical
aspect for success in the AIera.
And 70% see competition for AItalent as a constraint for their
future growth.
What does that tell you?
It tells you that the biggesthurdle and the biggest
(40:36):
opportunity in the AI era is notthe technology and the
infrastructure.
It is the people.
And it means that if you are ina decision making position in a
company and you do not have.
A plan or you have a plan, butyou need assistance in how to
implement it, uh, acrossmultiple aspects of the
business.
You need to find somebody tohelp you to do that.
I can be that person, butthere's many other great
(40:57):
companies and consultants outthere that do similar kind of
work, but it is a necessity inorder for you to be successful
in this AI transformation.
Another interesting parameterhere is that 92% of interviewed
CEOs plan to increase headcountover the next three years
despite the economicuncertainty.
And 59% of CEO are notingincreased role complexity due to
(41:21):
AI and digital literacy needs.
Going back to we need moretraining, we need more effective
training, and we need it now.
And as somebody who has beenpreaching that for.
Two and a half years.
I'm really excited to see thatit's becoming a very clear
demand by leadership acrossmultiple industries in multiple
places around the world.
(41:42):
Steve Chase, the global head ofAI and digital innovation at
KPMG.
Said, and I'm quoting.
CEOs are investing in AI withgreater confidence, not just
because of its promise, butbecause of the measurable value
they are seeing.
So again, actual ROI and clearresults that help them make
clear projections and henceinvest more in ai, not just
(42:05):
based on a promise, but based onactual tangible outcomes.
A final data point that isrelated to training and the need
for additional training.
Especially right now, 88% ofCEOs see labor market shifts and
they're seeing aging workforceimpacting recruitment and
culture.
30% worry about generationalskill gap, so older people are
(42:26):
living and younger generationsstill don't have those skills in
order to replace themeffectively.
And this is something that ifyou train people properly, AI
can help smooth the transitionby providing this knowledge and
skills through AI to complementwhat is currently lacking by the
younger generation.
There were a lot more items inthe news this week that you
should know.
(42:47):
They all appear in thenewsletter, including some
really grim, scary projectionsfrom Jonatan Bengio, who is the
godfather of ai, who thinks AImay have catastrophic results
within five to 10 years.
That's in the very, very nearfuture.
There is interesting researchfrom Claude with regards to the
self-awareness of their modelswhen it's being tested.
(43:09):
And there's Time Magazine whonamed Figure Three's Humanoid
Robot as one of the bestinventions of 2025.
So this is an old schoolmagazine that is naming a robot,
a humanoid robot, as the bestinvention of this year, which
tells you where the world isgoing.
(43:29):
If you enjoy this episode,please subscribe to this
podcast.
I don't want you to miss anyepisode that we're putting out.
We're putting a lot of work andeffort into the research, into
finding guests, intointerviewing them, and into
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And we would like you to enjoyall of them and not miss any of
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So click subscribe, and whileyou're at it and you have the
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(43:50):
three to five people that youknow that can benefit from this
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I am 100% sure that you know afew of these people and you can
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We can enjoy the benefits andreduce the risks, so you can
(44:12):
play a role in that as well.
We'll be back on Tuesday with afascinating how-to episode where
we're going to show you theactual step-by-step process on
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leads, and improve the listdramatically while getting the
latest information about thedecision makers in the
(44:32):
companies, including their emailaddresses, verifying their email
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So if that's something you wannalearn and you probably do, if
you're running a business, thendon't miss this Tuesday's
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And until then, have an amazingrest of your weekend.
Keep on exploring AI and sharingwith the world what you learn.
And I will see you on Tuesday.
Hello and welcome to a Weekend News episode of the
(00:02):
Leveraging AI Podcast, thepodcast that shares practical,
ethical ways to leverage AI toimprove efficiency, grow your
business, and advance yourcareer.
This Isar Metis, your host, andwe have.
A lot to cover this weekend.
OpenAI held their dev day thisweek, and there's a lot of stuff
to learn from it and to coverfrom things that they've
actually shared and arereleasing.
(00:23):
There's some really big newsfrom philanthropic.
We're going to talk aboutwhether we are in an AI bubble
or a boom, or maybe a mix ofboth, and we are going to cover
some interesting new data pointswhen it comes to the impact of
AI on jobs.
The impact of AI on the economy.
The first section in which we'regoing to talk about open AI and
dev day and its implicationsit's actually a recording from
(00:47):
our AI Friday Hangouts, which isan open to the public session
that I'm doing every singleFriday at 1:00 PM Eastern.
It's a community of people whocare about AI and how it's going
to impact their lives and theirbusinesses.
We get together every singleFriday at 1:00 PM and we discuss
ai.
Sometimes it's more tactical,sometimes it's more strategic.
Sometimes in this case, somebodyasking me about what happened in
(01:09):
dev day and can I give them aquick recap in what I think
about it?
So this is the section you'regoing to hear.
If you want to join us everyFriday, like I said, it's open
to the public.
Just drop me a note on LinkedInor send me an email, tell me
that you're interested injoining us.
We usually have about 25 to 30people every single week, and we
just discuss it.
It's just as me, other peopleare sharing.
Their findings and things thatthey have learned and so on.
(01:32):
So it's a great way to keep upto date and learn things about
AI when it comes to business.
So, as I mentioned, just let meknow if you want to join, but
now let's start with the news.
So OpenAI had their dev day thisweek
Speaker 5 (01:52):
they had dev day On dev day they usually don't
release necessarily new models,even though they kind of had two
announcements that are modelrelated.
Uh, so the two announcementswere.
Uh, smaller version of theirvoice engine and a smaller
version of their image enginethat are delivering, you know,
(02:13):
85% of the capability at 70%discount on the tokens.
Uh, you see that more and morethat's happening a lot recently.
Uh, you know, the first companywe can also doing this is, is
deep seek, which didn't startwith their model, but they still
did the same process.
Uh, and since then we've seenthis again and again and again
with these companies.
(02:34):
Uh, the latest one is Grok fourTurbo, whatever they're calling
the, the smaller Grok four,which achieves like 90% of what
GR four can do at like an 80%discount and faster.
And like all these models aredoing the same thing.
So OpenAI came out with the samething for their voice.
Uh, API and for their imagegeneration, API.
(02:56):
And so you can, you can now dothis, which is gonna save you a
lot of money and get, for thevast majority of cases, a good
enough solution, uh, which isfantastic.
So this is kinda like, was the,the very least interesting stuff
that they've released.
Uh, usually dev day is aroundtooling and specifically touring
for developers, right?
That's the whole point.
(03:16):
So they've released severaldifferent things.
The most interesting one is appsinside of Chachi pt, right?
So if you remember, they hadplugins way, way back, and then
they sunsetted it because itdidn't really work.
So this is the new version ofthat, but it's a lot more
interesting in the way they'veimplemented it.
(03:36):
So the, the idea here is, firstof all, a lot of the
infrastructure is already therebecause behind the scenes it's
actually using MCP.
So the implementation of MCPallows you to bring any third
party software and connect withit in.
A very seamless, uh,implementation.
And then the idea is that theapplication can so it, it
(03:59):
doesn't take over the chat, butthe chat is aware of what's
happening in the application,right?
And so you can run a search fora travel and it will show you
like a travel box, but then youcan go and ask questions like,
oh, I'm actually looking for afour star only.
And they say, oh, okay.
And then it's gonna, uh, do thething.
So it's aware of what'shappening.
(04:21):
Uh, they've shown Can Academyand how you ask for a lesson and
it's gonna do the thing.
And then you can ask follow upquestions that do not appear in
the lesson in Can Academy.
But because Chachi Pett is awareof what's happening in the Khan
Academy lesson, now Chachi PITItakes over and gives you
additional guidance orexplanations and so on.
Um.
(04:41):
So that, that's one greatexample.
And they created an abs, DK thatany monkey can now create these
apps for open ai.
So they've, they're in therelease.
They had, I dunno, like 20launch partners and they already
said that there's another 20 inthe queue.
And then, but the idea is nowthat there's abscess, dk, anyone
(05:02):
can put their app on chat g pt,uh, this, if it works this time,
and it doesn't matter if it'sthis time or the next time
around, eventually will work,which means it's taking over the
internet, right?
This is replacing the browser.
Combine that with slightly moreagent capabilities that will
(05:24):
allow on its own to use the appswithout you having to figure out
which apps to use.
And it has its tooling becomeseverything.
So this is a step in thedirection of a OpenAI taking
(05:46):
over the World B Angen universethat has access to an endless
number of tools at itsfingertips.
And it can pick and choose whichone to use for what purpose.
So if we take the the tripexample, uh, right now, you have
to go through the connector andsay, uh, look for all the emails
(06:08):
that I have about my upcomingtravel.
And then it will find theemails.
Then you copy that and say,okay, uh, for this trip from
blah, blah, blah, blah, blah, Iwant, but in the future, it
would just say, okay, I, I wantyou to take care of my travel
for the next two weeks based onthe emails that I, and the
things that, and the agreementsI've signed.
And it will, it will go and findthe emails and we'll look for
(06:29):
the thing and we'll do the, uh,decluttering of the information.
It will figure out the rightflights and how long you wanna
stay and if it has your.
Context, going back to ouroriginal conversation somewhere,
knowing that you like to stay atMarriott because you collect
their points and you like flyingred eyes back from the West
coast and you don't like flyingwith spirit for obvious reasons
(06:50):
and so on and so forth.
Uh, then, then, then it would dothe thing like just, and, and
you know, if it's really nice,we'll say, okay, here are two
options.
Which one do you prefer?
Uh, that's where it's going.
And so, and, and to be honest,that even will require you
triggering it because it will beaware of what you're supposed to
(07:12):
do.
And I'll say, Hey, I'm bookingyour travel for this thing.
Is that okay?
You won't even have to sayanything because you just sign
an agreement that you have to beat so and so place for these two
days or something, meaningtraining, sales, delivery, like
whatever the case is.
Uh, it, it, it will be aware ofthat because it has access to
your inbox.
(07:33):
So it, it's just.
From, from open AI's perperspective.
When I mean taking over theworld, you heard me say that a
thousand times.
I'll say it a thousand more.
Context, context, context,context.
It's just more context.
They will know.
Think about Google.
Why is Google one of the largestcompanies in the world?
Because it's into everything wedo.
(07:53):
It controls our browser, itcontrols our search, it controls
our phones, it controls ourvideos.
It con they just know more stuffabout you.
OpenAI will are competing on thesame thing.
Uh, and so this is one thingthat they, uh, done is the apps.
(08:14):
The second thing that they'vedone is the whole agent kit,
which has several differentcomponents.
One of them is an agent builder.
Then there's different overlayson top of the agent builder that
is supposed to help you evaluateand make it safer, uh, kinda
like on its own.
And this is, you know, a shotright into the gut of, and I
(08:35):
then make.com, Zapier, Lindy,like all, all, all of these.
Uh, and it's, it's a step in theright direction.
Like you see a lot of peoplesaying, yes, this is gonna kill
any 10 and it's gonna killZapier, and so, and so, so
(08:55):
forth.
And the answer at least of rightnow is not yet, uh, whether
that's actually gonna happen ornot.
Time will tell.
It is very, very hard to competewith 800 million weekly users.
It's very, very hard to competewith.
I wanna raise another billiondollars, so I'll do it tomorrow.
(09:20):
When, when, when NA 10 just dida huge announcement that they
raised$180 million, which twoyears ago would've been, holy
shit, that's incredible round Cuh, but now that you're
competing against open ai,that's a whole different story.
That doesn't sound like a lot ofmoney.
(09:42):
Uh, the other crazy thing aboutthis whole agent thing, which
again, is not at the level of NA10, yet they're claiming that
they've used open AI codex and avery small team to develop the
whole thing from idea todeployment in six weeks.
(10:05):
That is insane Now.
Yes, it's not at the level ofZapier or.
Or, or anytime, whatever.
But it's a nice step in theright direction in six weeks,
which tells you how crazy goodthese AI development tools are
(10:29):
right now.
Now whether they're using aspecialized version of Codex or
like the general available, itdoesn't matter because even if
there is using, they are usingspecialized one, that's gonna be
the next version they release.
So it's like, uh, the, the, thetimelines here are very, very
short.
And so being able to release a,a gen building tool that raises
(10:54):
the question whether it cancompete with NA 10 and make that
has been around for a long time,tells you how crazy the software
world is right now.
Um, and then the last thing thatI will say about what are the
gaps that it has now?
That I think are not major.
One is connectors to existingtools.
(11:17):
So, you know, NA 10 has all theexisting nodes make, has even
more, Zapier has even more.
I don't see that as a big gap,especially in the world of MCP.
So if, if you don't have to sitsomebody down to write the API
to this tool, because you can'tjust connect to the MCP, then,
(11:40):
then the, the timeline toconnect to some of these tools
become, I'll add a tool every 10minutes assuming the MCP was
done properly, which not agiven.
I'll give you an example in aminute.
Uh, so that's number one.
Number two is there's a lot ofstuff in Zapier, NA 10 and so on
(12:03):
that are not agentic.
It's just a regular automationflow.
Which has huge benefits.
The biggest benefit, there's nostatistical question there.
It will do the same thing everysingle time, and an agent won't.
That's the benefit of an agent,that it doesn't do the same
(12:25):
thing every single time.
It actually thinks about what itneeds to do.
But there are many cases thatyou wanna mix and match these
two things.
You want a process that will gostep by step exactly the same
way every time, and then thinkabout it in one or two of the
steps.
It doesn't do that at all.
Now, will it do that in thefuture?
(12:46):
I dunno if it takes six weeks todo.
Probably yes.
In six weeks.
I don't know that, and so I, Ireally think that this is a, if
I've learned anything.
From this dev day, and it wasvery obvious before, but this
made it like crystal clear inthe open.
(13:10):
We are here to take over theworld every time, everywhere in
everything, across anything thatanybody does.
That's basically, if you wannasum up what they've announced,
this is what they've announced.
We don't care what you do orwe're coming for you.
Uh, which, you know, for acompany that nobody knew that
(13:34):
existed, uh, in 2022 and is nowworth whatever, whatever they
decide, because that numberkeeps going up every few weeks,
as of right now, half a trilliondollars, uh, and can raise
whatever amount they want inwhatever pace they want, and has
(13:55):
the most talented people andunlimited compute and unlimited
capital.
I don't know if I wanna betagainst them.
Speaker 10 (14:05):
And now from OpenAI to Anthropic.
Anthropic also had a verymeaningful week.
They have signed two verysignificant deals, but before we
discussed the deals that they'vesigned, let's talk about
something very interesting thatthey have.
Released or announced this week.
So they just launched two publicbeta plugins for their
development environment.
(14:26):
So this adds slash commands totheir development solution that
allows to integrate severaldifferent capabilities.
And these come in four differentcustomization types.
Plugin bundles slash commands,which allows to provide custom
shortcuts and additionalcapabilities.
Sub-agents, which arespecialized task agents that can
do specific things within yourcoding environment.
(14:47):
MCP servers, which add tools anddata connectors to your
environment and hooks, which.
Are adding workflow behaviormodifiers.
Now the idea is that theseplugins enable developers to
package and share complex setupslike debugging, workflows, and
deployment pipelines with just asingle command instead of an
(15:08):
entire setup that was requiredbefore.
Which means developers inside acompany or across open source
universes, or just sharing withthe world can share a lot of the
stuff that they're doing andenhance the.
Coding environment very quicklyand very easily.
Now, in addition to make it eveneasier to share, anyone can host
a plugin marketplace via a Gitrepository or just a URL.
(15:30):
And the idea here is obviouslyto create a flourishing and
fostering community that willdevelop and share these kind of
plugins and additionalcapabilities for Claude Code.
Now examples that they gave isthat these plugins can be used
to support enforcing teamstandards, aiding open source
contributors, sharingproductivity workflows,
connecting internal tools andbundling framework specific
(15:53):
customizations.
oUt of the box, anthropic aresharing four different things.
They're sharing plugins for PRreviews, security guidance,
cloud agent, SDK development andmeta plugin for creating new
plugins.
I anticipate this thing to catchlike wildfire and be something
similar to MCP.
This might become a new standardon how.
(16:15):
AI tools are sharing advancedand more customized
capabilities, definitely withincompanies.
I think this will flourish, butI also see like an international
open source community comingaround this this provides a lot
of.
But as I mentioned, in additionto this philanthropic sign, two
mega deals this week, the firstone we're gonna discuss is their
(16:36):
deal with Deloitte.
Deloitte is going to beproviding cloud access to over
470.
Thousand professionals that workfor it all around the world.
In addition, they're going towork together to develop what
they're calling the ClaudeCenter of Excellence, which
Deloitte will establish togetherwith philanthropic in order to
train experts on how toimplement and develop frameworks
(16:58):
and solutions.
Using different cloud tools.
They have already created acertification program for 15,000
Deloitte professionals that willbecome the champions for cloud
implementation across the entireorganization.
This is a very similar approachto what I do with most of the
companies that I work with,where we establish a center of
excellence, we establish an AIcommittee.
(17:19):
And we create a network ofspecific individuals who either
raise their hand or theorganization thinks are the best
fit to become the championsacross the different
departments.
What this does is it guaranteesthat in addition to the top down
approach, you're getting abottom up grassroots
implementation and innovationacross the entire company.
Now in addition to obviouslyinternal work, the goal of this
(17:40):
partnership is to create toolsand solutions tailored for the
clients of Deloitte acrossmultiple industries with a
specific focus on regulatedindustries such as financial
services, healthcare, publicservices, which all prioritize
compliance, transparency, andsecurity, which is exactly the
things that Anthropic are knownfor.
So again, a huge deal forAnthropic.
(18:01):
The biggest deal they signed sofar from a size of the
enterprise client that they'resigning.
Another really big deal thatthey signed this week is with
IBM in the partnership with IBMthat was announced on October
7th.
IBM is going to integrateClaude's large language models
into their IBM portfolio,starting with the AI IDE that
(18:22):
they're developing jointly.
Claude will practically be theAI first IDE, also known as in.
Integrated developmentenvironment, which is the
platform that developers use towrite code and it is already
available for private previewfor select IBM clients.
It is automating tasks like codemodernization, upgrades,
migrations, refactoring of code,and so on across the entire
(18:45):
software development life cycle.
As we just heard, the additionalnew capabilities to create
plugins and so on, all of thatis going to become a part of
what IBM is offering theirclients.
In addition, In early testing,internally in IBM with over
6,000 IBM internal users showedan average productivity gain of
45% with Claude generatingtasks, code suggestions, and
(19:08):
handling security compliancechecks.
45% is a very significantnumber.
It means that those 6,000people, more or less, are
working twice.
As fast than anybody beforethat, inside of IBM.
And if they can sustain that andobviously deliver that to IBM
clients, that is verysignificant.
Now, IBM is also exploring,integrating Claude into some
(19:30):
additional software products,including their Watson
assistant.
They also work together toco-develop what they're calling
architecting Secure EnterpriseAI agent with MCP, which is a
guy that is outlining the agentdevelopment lifecycle, A DLC,
similar to the concept of SDLCfrom the software world for
building, deploying, andsecuring enterprise grade AI
(19:52):
agents with open standards.
tHis, I believe is very goodnews.
I think it's a greatpartnership.
It provides the stability andthe reach of IBM together with
the innovation and the new AIcapabilities of anthropic to a
very large audience like DinishNimal, who is the senior Vice
President of software at IBMsaid this partnership is giving
(20:12):
development teams AI that fitshow enterprises work, not
experimental tools that createnew risks.
And I couldn't have said itbetter.
I am certain that IBM clientswill be excited to receive these
capabilities.
IBM investors definitely likedit as their shares rose 7.5% in
early trading post announcement.
Speaking of jumping stockprices, there is a growing
(20:35):
chatter on the fact that wemight be in a very serious AI
bubble, even though they arepeople who are thinking the
other way around.
But the voices who are claimingthat the bubble is very clear,
are growing stronger.
In a very interesting articlefrom Axios this week, they
shared several of such opinions,and the main thing that they're
highlighting is.
(20:56):
Off balance sheet debt that isbeing used in order to finance
some of the crazy investmentsthat we're seeing in the past
few months, which feels verysimilar to what was happening in
the.com crash with crazy debtfunding that led to eventually
the collapse of that very bighype and very similar to the
(21:17):
2007.
2008 financial meltdown weredifferent, not.
Totally clear financial trickswere used in order to finance
the growth with a lot of debtthat was raised in really weird
ways.
Well, apparently there is agrowing phenomena of corporate
debt that is quietly ballooningin ways that are not the
(21:37):
standard ways of raising money.
Which means ways that are lessvisible to the shareholders.
Two examples that were raised inthis article.
Meta is raising$29 billion inprivate capital for AI data
centers via SPVs, which isallowing the company to avoid
reflecting that debt on itsbalance sheet.
A similar approach is being usedby Oracle that has issued$18
(21:59):
billion in bonds in order tobankroll its AI infrastructure
expansion.
Very similar kind of thing.
Or as Dario Perkins, themanaging director of Global
Macro at ts Lombard, which is aglobal data and investment
intelligence company, said, andI'm quoting.
It feels much closer to 2000than 1995, and he continued.
(22:20):
I wouldn't touch this stuff.
Now what basically he's sayingis that what's happening behind
the scenes with the amount ofkind of like shady debt that is
being raised in order to financesome of these things is, feels a
lot more like the end of the.comboom versus the beginning or the
middle of it.
Investor and author Paul Kroskysaid, and I'm quoting, the
(22:41):
market is rewarding them even ifit makes no economic sense to
spend at this level, becausethere is no way they can recoup
the value of the capitalspending.
So that's another viewpoint ofsomebody who thinks we are
definitely heading into a bigbubble.
In addition to these deathmechanisms, AXXIS also mentions
investment recycling and insiderselling basically means people
(23:04):
from the inside who startedselling their stock because they
don't necessarily believe it'sgonna go higher, or maybe they
know something about where it'sgoing next, which might be the
opposite direction.
All of these are very obviousred flags.
What exactly is in investmentrecycling?
We're gonna talk about a veryinteresting example later on in
this episode.
Two other very prominent figureswho shared their concerns is
Jeff Bezos and David Solomon,who is the CEO of Goldman Sachs.
(23:29):
Bezos said, and I'm quoting,this is a kind of industrial
bubble.
Talking at the Italian TechWeek, and he basically says that
investors are currentlystruggling distinguishing
between good ideas and bad ideasbecause of the amount of hype
that there's around it.
So there's a lot of money going,not necessarily in the right
direction.
That being said, he was veryclear that he believes AI has a
(23:51):
transformative impact acrossindustries and across different
sizes of companies and acrossthe entire globe.
So he's not saying that AI willnot transform everything that we
know.
He's just saying that some andmaybe many of the investments
are bad investments at thisparticular point and that many
people don't know how to tellbetween good or bad.
And Solomon said, and I'mquoting, I wouldn't be surprised
(24:12):
if in the next 12 to 24 monthswe see a drawdown with respect
to equity markets.
Again, that's coming from theCEO of Goldman Sachs.
He knows one or two things aboutmaking these kind of predictions
and he wouldn't make them unlesshe actually believes this is
where it's going.
That being said, he is talkingabout 12 to 24 months.
That's a pretty long timeframe.
And to give you an opposingopinion.
(24:34):
Dan Ives from Wedbush Securitiesargues that the AI market that
is underlined by huge investmentin hardware, real investment in
actual goods, and in huge growthin services in companies such as
chat, GPT, uh, that is seeingreal growth and real demand
defers and is dramaticallydifferent than the.com bubble.
And he's predicting a two orthree years tech bull run with
(24:57):
accelerating enterprise spendingand implementation.
So.
You can see views to twodifferent directions, But here
are a few other data points foryou.
there was another great articlethis week by the information.
The information is a greatsource of internal, reliable
information from the leadingcompanies in the world.
And they shared about the verythin margins that Oracle is
(25:17):
experiencing in this crazyexpansion that they're going
through right now.
So we shared with you some ofthe latest deals by Oracle.
Their stock price have jumpedthrough the roof.
On the news of the new dealsthat they signed with projected
revenue of$381 billion in thenext five years.
However, internal documents arerevealing that there's a razor
thin margin to this revenue,which is raising concerns and
(25:42):
questions about A, thesustainability, and B, the level
of risk that they're taking inorder to do this.
So.
Oracle Cloud business hasgenerated$900 million in revenue
in the quarter, ending onAugust, 2025, but the gross
profit of that was only 125million, which is 14%.
The profit margin of their AIcloud server rentals has ranged
(26:05):
between 10% and 20% averaging16% in the past year.
Now, without any benchmark thatis meaningless, but the average
profit for overall Oracle beforethis AI expansion was 70% seven
zero.
So 14 to 16 is a very, verysmall margin compared to what
(26:25):
they are used to.
Add to that, the fact thatOracle lost nearly a hundred
million dollars on NvidiaBlackwell chip's rentals in this
past quarter, partially due tothe lag between data center
setup and customer usage, butit's still showing you that a
lot of the stuff that they'redoing right now is not
necessarily profitable, whichmeans together with a small
margins might be a very highrisk.
(26:47):
Combine that with the fact thatin some of their margins are
further squeezed by the factthat some of the leasing data
centers are actually from athird party.
Meaning they're just themiddleman in which they have
even smaller margins, which isvery different than like AWS
Google Cloud, et cetera, whichown the vast majority of their
facilities.
(27:07):
Now to add even further risk tothat, Oracle's top AI cloud
customers are five companies,ance, meta Xai, OpenAI, and
Nvidia.
And they together account for80% of its AI cloud revenue.
Which is a very seriousconcentration, which raises a
lot of risks.
This, you know, there's a lot ofcompanies who have the 80 20
(27:29):
rule.
This is more like the 98 2,where a very small percentage of
the clients are holding a very,very large percentage of the
revenue.
So if the relationship with oneor two of them goes south, for
whatever reason, it puts theirentire operation at risk.
Now, earlier we mentionedcircular investments and the
risk aspect of them, and we gotan amazing example of that this
(27:52):
week.
So this week OpenAI announced avery interesting deal with a MD.
Why is it very interesting?
It's very interesting for twodifferent reasons.
Reasonable.
1:00 AM D is NVIDIA's number onecompetitor, and Nvidia has been.
The number one backer from atechnology perspective and from
a partnership perspective toOpenAI since day one.
If you remember Jensen, Huangpersonally delivered the first
(28:13):
GPU of the first model and thenof the second model, uh, to Sam
Altman and OpenAI.
And so very long lasting, strongpartnership between these
companies.
So going and signing a reallylarge deal with their number one
competitor may not be the bestidea in the world.
But putting that aside for aminute, this deal is structured
in a very interesting way.
(28:35):
OpenAI are going to get 10% of.
These stock as part of thisdeal.
The deal, by the way, is for sixgigawatts of chips, which is a
huge amount of compute.
It's an unheard of amount ofcompute until the last few
months where we've seen similardeals through Stargate and
through the partnership withNvidia.
(28:57):
And this is going to deliverthis six gigawatts of compute
with MI four 50 series chipsfrom a MD.
To open AI over the next fewyears now.
This whole deal, if you thinkabout it, is really, really
weird because A, how the hell isOpenAI going to pay for the deal
with Oracle?
And then two, the deal withNvidia.
(29:18):
And then for this, there is noway they can raise this kind of
money.
But if you remember, they got10% of a MD stock, a MD stock
rose, 43% this week with 11% ina single day, just on Wednesday,
October 8th as a result of thisnews.
So the amount of money OpenAImade.
On paper at least by justgetting this 10% of stock and
(29:40):
pushing the stock forward can byitself help them pay for a chunk
or maybe all of the immediateinvestment that they need in
order to start paying for thisdeal.
So this is really money beinggenerated out of thin air with.
open AI getting stock, stockprice jumping through the roof.
Now they have the money they canactually pay for the goods that
otherwise they did not havemoney to pay.
(30:01):
This sounds like a great way toblow up a size of a bubble
without having actual moneybehind it.
That being said, with the amountof runarounds that Sam is doing
around the world right now tobuild international relationship
with actual countries and hispush to develop data centers all
around the world, uh, isshowing.
(30:22):
Just like we said in thebeginning, that they're going
for world domination and they'reliterally trying to get any
piece of compute that they canand secure that ahead for the
next few years.
And if they are successful indoing this, they will have way
more compute than anybody else,which is a key for the success
in the AI era.
So there definitely setting up avery high bar and generating a
(30:42):
lot of risk.
But on the other hand, ifthey're successful, they're
setting themselves up for worlddomination.
Now Jason Huang related to thistopic with two different
approaches.
One is he was obviouslysurprised by the deal and even
more surprised by the fact thata MD gave 10% of their stock to
OpenAI.
But he's still very stronglysupporting the.
(31:02):
Open AI future.
And he specifically said, andI'm quoting, my only regret is
that we didn't invest more.
So he's a strong believer in thefuture of open ai.
And to be fair, he must be astrong believer in the success
of open AI because potentiallythe success of his company
depends on it.
So where does US leave us?
It leaves us with contradictingopinions from some leading
people around the world, butthere's definitely more and more
(31:24):
signs that are not.
Smelling very good.
I'll just put it, uh, this wayand we'll obviously keep on
following and telling you howthis thing evolves.
Uh, but right now there'sdefinitely an explosion in
investment, not necessarily onlyin the right things, and even if
OpenAI are successful ineverything that they're doing,
and that raises all the shipsthat they're connected to.
There are many, many, manydifferent startups who raised
(31:47):
crazy amounts of money, and thatmoney may go away.
Because OpenAI or Gemini, orClaude or all of the above are
going to release features thatare going to basically do what
these companies do.
We saw a great example earlierin this episode with the agent
builder by OpenAI that maypotentially replace companies
(32:08):
like Zapier and NA 10 end.
make.com in the future.
I don't think it's there yet,but the direction is very clear.
And there were many othersimilar examples in the past few
months of a new feature comingout from these companies that
killed entire industries of AIstartups that did something very
specific that is now a part ofchat GPT.
(32:29):
And from that, let's switch tothe topic of the impact of AI on
the workforce and the economy atthe CNBC Workforce Executive
Consult Summit in New York.
Malik, who is a Whartonprofessor and one of the people
I really enjoy following, whenit comes to talking about ai, he
always shares really interestinginsights and things that he's
learning or things that he'sfinding from other people.
(32:50):
He said, with regards to theimpact of AI on the workforce,
and I'm quoting, I can tell youno one knows anything.
He's claiming for all the rightreasons, that regardless of what
the big labs are saying aboutthe future or, and so on and so
forth, we have very littleactual data to really analyze
where this might be going.
If you think about the Chachi PTmoment was less than three years
(33:12):
ago.
We're coming up on three years,and if you think about real
implementation at large scale atthe workforce, it started
roughly this year.
So we have about one year ofdata and very little to work
with as far as making anyspecific projections.
The.
Many studies, including onesmade by Ethan Molik, together
with Boston Consulting Group andothers, is showing significant
(33:35):
gains from using AI drivenproductivity tools and which by
definition will drive changes inthe workforce.
In addition to that, ClaireMcIntyre, the senior Vice
President and Chief peopleOfficer at Sims Club said, and
I'm quoting, we frankly don'tknow what the future looks like.
This is the worst version oftechnology we will ever use.
(33:58):
And what you mean by that isit's ability to replace.
People across a very wide rangeof aspects of what the company
does.
And again, this is Sam's Club.
It's not like a somebody's sidehassle.
It's a part of Walmart and avery large organization and
capability.
And the sentiment is very clearto what this might do to the
workforce in that organization.
(34:19):
She also mentioned that itrequires a very significant
cultural shift, and the culturalshift is going from rewarding
people from having answers, andthat needs to evolve to valuing
and I'm quoting, askingbrilliant questions, editing
information, and makingdecisions at the speed of
TikTok.
So this is telling you that thesuccess.
(34:39):
This AI era will come fromchanging the way that people
think and work in the workforce,and not just changing the
technology around us.
Another person that weighed inis Kirsten Barnett, the
executive director of the NewYork Jobs CEO console, who said,
everyone knows we will needsomething a little different
from before, but we don't knowwhat that will look like in five
(35:01):
or 10 years.
And I will say that we don'tknow how this will look like in
two to three years.
I think he's underestimating howfast and how dramatic the change
it is.
What they're all recommending todo is for organizations to
develop AI savvy leadership,create internal AI labs and
crowdsource innovation acrossthe company, which is exactly
(35:22):
what I have been doing with allthe companies that I've been
working with, establishing AIcommittees, working with the
leadership on developing an AIcentric plan and training.
Employees and re-skillingemployees to allow them to drive
innovation with AI acrossdifferent aspects of the
company.
If that's something you'relooking to do in your business,
whether you are at the top ofthe leadership or something in
(35:44):
the middle and you want me totalk to your leadership team,
please reach out to me onLinkedIn or send me an email.
Uh, this is what I do everysingle week at medium, small and
large organizations from a fewmillions to billions of dollars.
Uh, in revenue and if, again, ifthis is something that you want
to do in your organization andyou should, please feel free to
reach out.
(36:04):
Additional information from theCNBC Workforce Executive Console
Summit.
Actually revealed someinteresting information.
The first piece that I reallywasn't aware of, came from Kali
Yos, the CEO, and founder ofFlex Plus Strategy Group, and he
said that roughly 6 millionworkers, primarily Gen Xers and
boomers, are expected to retire.
(36:25):
Over the next five to sevenyears without an equivalent
replacement from Gen Z and GenAlpha, which is creating a
incredibly contractingworkforce.
This is the term that he usedwhich basically means that this
big retirement may offsetwhatever job loss is created
right now by AI and otherfactors such, such as the global
(36:46):
economy.
Uh, and there's definitely a jobloss right now.
a DP reported private sectorloss of 32,000 jobs.
Just last week, the Bureau ofLabor Statistics have shared
that.
There are only seven point 18million openings in August,
which is the second lowest monthsince 2020.
And there also mentioned thatrecent college grads are, have
(37:07):
the highest issues with findingnew jobs.
That being said, yos predictsthat AI will fuel net job
growth.
That will amplify demand in whathe calls a shrinking pool, which
is interesting, right?
So there's gonna be a demand forAI capable employees.
At the same time, the workforcewill be shrinking, and so we
will actually increaseemployment as a percent.
(37:28):
The BLS projections are roughlyaligned with that and they're
forecasting overall LE laborgains of 8.9 million jobs and
which is 5.5% of the USworkforce between the years 2020
to 2030 and
Speaker 14 (37:41):
the World Economic Forum Future Jobs report of
2025, estimates 170 million.
New tech driven jobs by 2030netting 78 million after 92
million displacement because ofai.
What do I think about this?
I think the respectable reallysmart people at both the Bureau
and the World Economic Forum donot really understand ai.
(38:05):
They do not really understandwhat it can do right now, and
they definitely do notunderstand where it's going in
the future.
Think that their projections areoptimistic.
That being said, I really hopethat they are right and I'm
wrong, but from everything thatI'm seeing, working with
different companies and seeingwhat the impact can be, the
implications of AI right now.
(38:25):
Are significant and the onlyreason we're not seeing very
dramatic shifts in the jobmarket is because most people,
and most companies don't knowhow to use AI to its full
potential right now, but it iscoming and it is coming fast, as
we will learn from the nextsegment.
So.
KPMG just released their globalCEO outlook.
(38:46):
It's a survey that they releaseseveral times a year the way
they do the survey.
In this particular case, theysurveyed 1,350 CEOs from
companies.
That generate over$500 million ayear in revenue across 11
markets and 12 differentsectors.
And they did the survey betweenAugust 5th and September 10th,
so it's very recent.
(39:07):
They found a lot of veryinteresting things.
The first thing they found isthat 79% of CEOs are confident
that their organizations willgrow despite the global economic
confidence dropping to 68%,which is a five year low, 71% of
CEOs, so almost three out offour prioritize AI with 69%
(39:29):
allocating 10 to 20% of theirbudget to ai.
Now, the really interestingparameter when it comes to AI
implementation is that theseCEOs are expecting to see
positive ROI in one to threeyears, which is faster than last
year's projection, which wasthree to five years.
What that tells us is that manyof these CEOs started
implementing stuff last year.
(39:50):
They're already seeing results,and hence, the projection for
positive ROI has shrunkdramatically again, from three
to five to one to three years.
57% anticipate significantimpact from agent ai.
Now, I personally am notsurprised with the next topic.
And if you've been listening tothis podcast for a while, you
shouldn't be surprised as well.
71% of CEO emphasize retraininghigh potential talent as a key
(40:15):
to AI success with 77%.
So three quarters noting that AIupskilling as the critical
aspect for success in the AIera.
And 70% see competition for AItalent as a constraint for their
future growth.
What does that tell you?
It tells you that the biggesthurdle and the biggest
(40:36):
opportunity in the AI era is notthe technology and the
infrastructure.
It is the people.
And it means that if you are ina decision making position in a
company and you do not have.
A plan or you have a plan, butyou need assistance in how to
implement it, uh, acrossmultiple aspects of the
business.
You need to find somebody tohelp you to do that.
I can be that person, butthere's many other great
(40:57):
companies and consultants outthere that do similar kind of
work, but it is a necessity inorder for you to be successful
in this AI transformation.
Another interesting parameterhere is that 92% of interviewed
CEOs plan to increase headcountover the next three years
despite the economicuncertainty.
And 59% of CEO are notingincreased role complexity due to
(41:21):
AI and digital literacy needs.
Going back to we need moretraining, we need more effective
training, and we need it now.
And as somebody who has beenpreaching that for.
Two and a half years.
I'm really excited to see thatit's becoming a very clear
demand by leadership acrossmultiple industries in multiple
places around the world.
(41:42):
Steve Chase, the global head ofAI and digital innovation at
KPMG.
Said, and I'm quoting.
CEOs are investing in AI withgreater confidence, not just
because of its promise, butbecause of the measurable value
they are seeing.
So again, actual ROI and clearresults that help them make
clear projections and henceinvest more in ai, not just
(42:05):
based on a promise, but based onactual tangible outcomes.
A final data point that isrelated to training and the need
for additional training.
Especially right now, 88% ofCEOs see labor market shifts and
they're seeing aging workforceimpacting recruitment and
culture.
30% worry about generationalskill gap, so older people are
(42:26):
living and younger generationsstill don't have those skills in
order to replace themeffectively.
And this is something that ifyou train people properly, AI
can help smooth the transitionby providing this knowledge and
skills through AI to complementwhat is currently lacking by the
younger generation.
There were a lot more items inthe news this week that you
should know.
(42:47):
They all appear in thenewsletter, including some
really grim, scary projectionsfrom Jonatan Bengio, who is the
godfather of ai, who thinks AImay have catastrophic results
within five to 10 years.
That's in the very, very nearfuture.
There is interesting researchfrom Claude with regards to the
self-awareness of their modelswhen it's being tested.
(43:09):
And there's Time Magazine whonamed Figure Three's Humanoid
Robot as one of the bestinventions of 2025.
So this is an old schoolmagazine that is naming a robot,
a humanoid robot, as the bestinvention of this year, which
tells you where the world isgoing.
(43:29):
If you enjoy this episode,please subscribe to this
podcast.
I don't want you to miss anyepisode that we're putting out.
We're putting a lot of work andeffort into the research, into
finding guests, intointerviewing them, and into
doing the summary of the newsevery single week.
And we would like you to enjoyall of them and not miss any of
them.
So click subscribe, and whileyou're at it and you have the
phone in your hand, please clickthe share button and think of
(43:50):
three to five people that youknow that can benefit from this
podcast as well.
I am 100% sure that you know afew of these people and you can
help them learn about AI andhelp me, and I will be grateful
for it and do something to thegreater good at the same time.
Because the more we know aboutthe potential future of ai, the
higher the chances.
We can enjoy the benefits andreduce the risks, so you can
(44:12):
play a role in that as well.
We'll be back on Tuesday with afascinating how-to episode where
we're going to show you theactual step-by-step process on
how to take cold lists ofpotential wannabe maybe, or all
leads, and improve the listdramatically while getting the
latest information about thedecision makers in the
(44:32):
companies, including their emailaddresses, verifying their email
addresses, and setting yourselfup for sales success.
So if that's something you wannalearn and you probably do, if
you're running a business, thendon't miss this Tuesday's
episode.
And until then, have an amazingrest of your weekend.
Keep on exploring AI and sharingwith the world what you learn.
And I will see you on Tuesday.
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