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- OG Approved - No BS Tech News # 89
OG Approved - No BS Tech News # 89
š Welcome to the Real AI Conversation
If you're here, you're not looking for fluffāyouāre looking for clarity, strategy, and truth about what AI is doing to the world of business, leadership, and human progress.
This is not just another newsletter.
Itās a frontline dispatch from where AI meets ROI. Weāre not hyping trendsāweāre dissecting what works, calling out what doesnāt, and showing you how to stay ahead without losing your mind (or your job).
In this space, youāll get:
Real-world lessons from boardrooms, factory floors, and code bases
Insights on what GenAI, automation, and agentic AI mean for your business
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Latest Industry Trends and News šš
š”Whatās the Big Idea?
A tech CEO argues that although most firms fail to realize returns from AI, thereās a path to turn AI from cost center into revenue generator.
š Key Takeaways for Readers:
1. A large proportion of companies are not seeing financial gains from their AI investments (i.e. ROI remains elusive).
2. The CEO proposes that better engineering of data, alignment, feedback loops, and deployment strategies is the missing link.
3. Strategic partnerships and scaling data infrastructure (e.g. via investments or collaborations) may be crucial to making AI pay off in practice.
ā” Why It Matters (OG lens):
Because if AI remains a drain rather than a driver of value, the wave of hype could backfire and undermine trust in innovation.
āOG Rating:
4/5 - Strong framing on the ROI problem and a credible CEO perspective, but the piece stays surface-level on execution and lacks hard proof points.
š”Whatās the Big Idea?
Veteran investor James Anderson warns that AI stock valuations, especially for OpenAI and Anthropic, are showing worrying signs of bubble dynamics.
š Key Takeaways for Readers:
1. OpenAIās valuation has surged to a reported $500B from $157B just a year ago, with Anthropic tripling to $170B.
2. Nvidiaās $100B investment in OpenAI raises concerns of āvendor financing,ā echoing risky practices from the dotcom bubble.
3. Analysts caution that AI-driven enthusiasm is inflating equities, with parallels to past speculative manias.
ā” Why It Matters (OG lens):
Because when valuations disconnect from fundamentals, trust collapsesāand AI risks being seen as hype instead of hard value.
āOG Rating:5/5 - Clear, credible warning from a heavyweight investor, directly linking AI hype to systemic financial riskāhigh relevance and punch.
š”Whatās the Big Idea?
Certain consumer-centric industries are rapidly integrating AI agents (chatbots, virtual assistants, etc.) to enhance customer experience and operational efficiency.
š Key Takeaways for Readers:
1. Industries like retail, banking, and telecommunications are among the fastest to adopt AI agents for front-line customer interaction.
2. The adoption is driven by cost savings (e.g. lower support costs), 24/7 availability, and increasing customer expectations for instant service.
3. Challenges remain in integration, data privacy, and ensuring AI agents deliver value rather than just novelty.
ā” Why It Matters (OG lens):
Because consumer sectors serve as the frontline proving grounds for AI: success here sets the tone for broader adoption.
āOG Rating:
3.5/5 - Informative and trend-spotting, but lacks deep case studies or rigorous metrics to elevate it further.
š”Whatās the Big Idea?
A growing gap exists between the scale of AI investments and the measurable business value being delivered, raising alarm across industries.
š Key Takeaways for Readers:
1. Despite record AI spending, many organizations still fail to realize tangible ROI.
2. The āvalue gapā is widening as hype outpaces deployment discipline and measurable outcomes.
3. Experts warn that without a shift toward outcomes and governance, AI risks losing credibility with boards and investors.
ā” Why It Matters (OG lens):
Because throwing money at AI without value discipline doesnāt just waste budgetāit erodes trust in the entire transformation agenda.
āOG Rating:
5/5 - Sharp framing of a systemic issue with direct C-suite implications, aligning perfectly with OGās outcome-driven message.
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