LIVE: Is AI’s easy-money era ending? — 7/30/2026
Big Tech earnings have sharpened the divide between companies showing returns on AI and those still asking investors to fund the promise. At the same time, concerns about circular financing are growing, Leopold Aschenbrenner’s AI-focused fund is reportedly seeking fresh capital after recent losses, and Dwarkesh Patel is challenging a central bear argument: could better models and software actually make aging AI chips more economically valuable?
We’ll examine whether these are ordinary growing pains—or signs that AI has reached a financial and technological tipping point.
Today’s guests:
• Jeetu Patel, President and Chief Product Officer at Cisco, on the OpenAI rogue-agent incident, AI security and whether autonomous systems need a kill switch.
• Lin Qiao, co-founder and CEO of Fireworks AI, on open models, inference economics and whether efficiency can sustain the next stage of AI growth.
• Evan Beard, co-founder and CEO of Standard Bots, on U.S. restrictions targeting Chinese robot imports—and the implications for American manufacturing, competition and automation.
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LIVE: Is AI’s easy-money era ending? — 7/30/2026
