Episode #71: The AI Momentum Trap: When Venture Models Replace Business Models
In this episode of the Stewart Squared Podcast, host Stewart Alsop sits down with his father Stewart Alsop II for another fascinating father-son discussion about the tech industry. They dive into the Osborne effect - a business phenomenon from the early computer days where premature product announcements can destroy current sales - and explore how this dynamic is playing out in today's AI landscape. Their conversation covers OpenAI's recent strategic missteps, Google's competitive response with Gemini and TPUs, the circular revenue patterns between major tech companies, and why we might be…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.