Kevin

“Right now there's narrative power around AI — if you seem like a company investing heavily in AI tools and the AI way of working, your investors say, 'that company is really forward-looking.' It's sort of like peak cryptomania, when public companies would just add a crypto term to their name and their stock price would shoot up 40,000%. It turns out the public markets can just be tricked that easily.”

Drawing a direct parallel between AI hype and the crypto naming craze is a provocative market efficiency critique that will resonate deeply — and divisively — with finance and tech professionals.

Kevin

“Tech industry workers are, I think it's fair to say, going to be some of the first people to see their jobs change or disappear because of these new AI tools.”

It's striking that tech workers — who built AI — may be its earliest casualties, making this a wake-up call directed squarely at the audience most likely to dismiss the threat.

Kevin