AI Bubble vs Dot-Com: Why 95% of AI Companies Will Fail | Jon Bond

From The Human Code · 29:39

Show by Don Finley

Send us Fan MailIs AI a bubble, and will it pop like the dot-com crash? Jon Bond, co-founder of the legendary ad agency Kirshenbaum Bond + Partners, has seen this movie before. He predicts 95% of today's AI companies will be gone, and asks the big question of the AI gold rush: what are the picks and shovels?In the late '90s, Jon took an idea called Wattage Monitor public, and it was valued at $250 million. Then Enron blew up energy deregulation and the company went to zero. In this episode of The Human Code, Jon and host Don Finley compare the AI bubble with the dot-com bubble, and talk about why "human slop" is a bigger problem than AI slop, what AI means for entry-level jobs, and how to use AI for mass personalization without sounding like spam.In this episode:• AI bubble vs dot-com bubble: land grab, overvaluation, crash, a few winners• What are the picks and shovels of the AI gold rush?• AI slop vs human slop: where do you think AI learned it?• Why the same 10 people show up on every project• Entry-level jobs, the U-shaped hiring curve and the future of work• The huge middle of your network: recency, frequency and mass personalization• How AI-written personal emails to 30 past guests brought 5 referrals in one day• The singularity, AI regulation, China and open-weight models• Monopolies, fewer IPOs and keeping value in local markets• The "near future" rule: be one step ahead, not ten• Agentic search vs SEO, TikTok Shop and where marketing is headingCHAPTERS00:00 Intro: Jon Bond on humanity and technology00:00 Wattage Monitor: from $250M to zero after Enron00:00 Greed, fear and why tech makes markets move faster00:00 Entry-level jobs and the U-shaped hiring curve00:00 Attention spans and marketing to goldfish00:00 "We've seen this movie before": 95% of AI companies will fail00:00 What are the picks and shovels of AI?00:00 AI slop vs human slop00:00 The same 10 stars on every project00:00 5 million new businesses a year00:00 Your network: the huge middle you're missing00:00 Mass personalization with AI: 30 emails, 5 referrals00:00 The singularity, regulation and open-weight models00:00 Monopolies, IPOs and local markets00:00 The near future: be one step ahead00:00 Final advice: agentic search, TikTok Shop and where to jump in🎧 Listen to The Human Code:🌐 Website: https://thehumancode.buzzsprout.com🎵 Spotify: https://open.spotify.com/show/6SdOzNrG63cUIYz6rUri68🍎 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-human-code/id1738092975📝 Blog: https://findustries.co/blog/📧 Newsletter: https://findustries.beehiiv.com/subscribe📸 Instagram: https://www.instagram.com/findustriesllc📱 TikTok: https://www.tiktok.com/@donfinley815The Human Code, hosted by Don Finley, explores the intersection of technology, leadership and personal growth.#AIBubble #AIGoldRush #FutureOfWorkSponsored by FINdustriesHosted by Don Finley

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