AI Hype Is Outpacing Real Growth

AI excitement is building but the numbers are starting to disappoint.

Mike Armstrong and Marc Fandetti break down OpenAI missing key revenue and user targets and what it signals about the real pace of AI adoption.

Also covered:

Why Big Tech earnings could reset expectations this week

How AI demand is spreading but still lacks clear monetization

The risks of rapid AI development with little oversight

What easy to build AI tools mean for fraud and bad actors

Why valuations remain high despite growing uncertainty

What happens if AI growth fails to match the hype.

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.