Latest / Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Bubble or Breakthrough? How CIOs Should Think About the AI Tech Boom
Is AI just another tech bubble or the defining platform shift of this era?
Duncan Davidson, Co-Founder and General Partner at Bullpen Capital, argues that the answer lies in one critical distinction: Is the technology being used for its core purpose? In this episode of Technoventure, Duncan draws on his experience across the PC boom, dot-com era, mobile, and now AI to explain why real adoption signals durability.
He also explores why CIOs can’t afford to sit out a boom, how AI agents may disrupt the SaaS model, and why history suggests productivity revolutions create more opportunity than…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.