Are We In An AI Hype Cycle?

Is the latest excitement around AI just another round of dot-com or crypto style hype? The Lightcone hosts discuss where AI might be if the hype cycle is real and what may remain once the buzz wears off.
Chapters (Powered by https://bit.ly/chapterme-yc) -
00:00 - Apply to F24 batch
00:22 - Coming Up
01:05 - Intro
1:21 What the media is saying about AI
2:38 Where are we in the AI hype cycle?
9:32 Where does the value come from?
15:15 - Valuing a Tech Company vs. Speculative Assets
17:51 Comparing the crypto hype cycle to AI now
21:41 Increased ARR
24:14 Why a hype cycle might be good for founders
28:19 Early signs things are working
34:43 The fog of war
37:18 Outro