Topic
Enterprise Software
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Steve Eisman hosts a debate on whether AI is still early-stage infrastructure spending or already heading into a valuation and ROI reckoning. Gil Luria and Dan Ives argue over winners and losers across chips, hyperscalers, software, and data centers, with Oracle, Google, Apple, Palantir, and Salesforce at the center.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger makes the case that Intel’s decline came from losing technical leadership, underinvesting in fabs, and ceding the foundry model to TSMC and the software stack to Nvidia. Anton Osika argues Lovable is turning vibe coding into a scalable platform for both builders and businesses, with massive usage, multi-model routing, and a push toward AI that can help operate companies, not just generate apps.
![Artwork for Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]](https://megaphone.imgix.net/podcasts/638034f8-63bb-11f1-8c95-6396d39926c0/image/bf350c0e87fc4d280ef1c0572526d26d.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Alex Sacerdote argues that AI is creating a new technology stack, with Anthropic emerging as his highest-conviction private investment because leading models, enterprise distribution, and coding use cases are starting to compound. He also lays out Whale Rock’s broader S-curve framework for investing in tech, then applies it to AI infrastructure, software disruption, and how his firm uses AI in research.