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AI Bubble vs Dotcom Crash: History Repeating?

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Manage episode 494520384 series 3603091
Content provided by Makoto Kern. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Makoto Kern or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Leaked Documents Expose The Truth!

WHAT YOU'LL DISCOVER

- The Hidden Technical Debt Crisis: Why AI systems are held together with "digital duct tape" and what this means for your business investments
- The Copyright Cover-Up Strategy: Leaked internal documents reveal how AI companies are programming systems to deny mistakes instead of fixing core problems
- The Two Types of Companies by 2027: Our bold prediction about which businesses will survive the AI shakeout and which will become the next Pets.com
- The "Vibe Coding" Phenomenon: How inexperienced developers are shipping AI-assisted code without understanding it, creating systemic vulnerabilities
- The Real AI Success Formula: Why user experience beats technical sophistication every time (with real case studies)
- Investment Red Flags: The warning signs that separate genuine AI innovation from dangerous speculation
- The Survival Playbook: Practical strategies for building AI implementations that will thrive regardless of market conditions

SHOCKING STATISTICS

- $5 Trillion: Total market value wiped out in the dotcom crash—and why the AI crash could be worse
- 400% Rise: NASDAQ's meteoric climb from 1995-2000 before crashing 78%—eerily similar to today's AI valuations
- $300B to $2T: Nvidia's market cap explosion in under 2 years, mirroring Cisco's pre-crash trajectory
- 10% Stock Boost: Average gain companies see just by mentioning "AI" in earnings calls, regardless of actual implementation
- 60-70% Accuracy: Real AI success story—transforming 1800s cursive document translation from 1% to 70% accuracy
- 50-100x Revenue: How AI startups are being valued with no clear path to profitability
- 6,471 Lines of Code: What it takes just to make Claude's web search work—revealing the complexity crisis underneath
- 90% Failure Rate: Our prediction for AI startups that will collapse when the bubble bursts

WHO NEEDS TO WATCH THIS

✅ CEOs & Business Leaders making AI investment decisions worth millions
✅ Startup Founders building products on AI platforms who could lose everything
✅ Product Managers responsible for AI feature integration and user adoption
✅ Investors & VCs trying to separate genuine AI opportunities from hype-driven bubbles
✅ Software Development Teams using AI-assisted coding tools without understanding the risks
✅ Enterprise Decision Makers evaluating AI vendors and implementation strategies
✅ Technology Consultants advising clients on AI adoption and digital transformation

Timestamps:
7:30 - The leaked Claude documents revelation
10:45 - "Vibe coding" explanation
22:00 - personal AI success story
29:30 - Our bold 2027 prediction

About IIIMPACT.io:

IIIMPACT has been in business for +20 years. Our growth success has been rewarded by being on the Inc. 5000 for the past 3 years in a row as one of the fastest-growing private companies in the US. Product Strategy to Design to Development - we reshape how you bring software visions to life. Our unique approach is designed to minimize risk and circumvent common challenges, ensuring our clients can bring innovative and impactful products to market with confidence and efficiency.

We're the strategic AI integration consultancy that helps enterprises and SaaS companies navigate the AI transformation. With decades of proven success, we've helped organizations across Cybersecurity, Energy, Logistics, Healthcare, and more build AI-enhanced software products that users love and deliver measurable ROI.

👉 Book your strategic assessment at https://www.iiimpact.io/lets-talk before your competition does.

Speaker Bios

Makoto Kern - Founder and UX Principal at IIIMPACT - a UX Product Design and Development Consulting agency. IIIMPACT has been on the Inc 5000 for the past 3 consecutive years and is one of the fastest-growing privately-owned companies. His team has successively launched 100s of digital products over the past +20 years in almost every industry vertical. IIIMPACT helps clients get from the 'Boardroom concept to Code' faster by reducing risk and prioritizing the best UX processes through their clients' teams.

Brynley Evans - Lead UX Strategist and Front End Developer - Leading large-scale enterprise software projects for the past +10 years, he possesses a diverse skill set and is driven by a passion for user-centered design; he works on every phase of a project from concept to final deliverable, adding value at each stage. He's recently been part of IIIMPACT's leading AI Integration team, which helps companies navigate, reduce their risk, and integrate AI into their enterprise applications more effectively.

SUBSCRIBE TO THE PODCAST ► https://www.youtube.com/@UCfV9ltRpRuggt56dVgZ3o9Q

LISTEN ON:
ITUNES: https://podcasts.apple.com/us/podcast/make-an-iiimpact-the-user-inexperience-podcast/id1746450913
SPOTIFY: https://open.spotify.com/show/43NxDthLmfF1NFjwedNTmv?si=4223272eba4e4eb8

ADD IIIMPACT ON:
INSTAGRAM: https://www.instagram.com/iiimpactdesign/
X: https://x.com/theiiimpact

Strategic planning at solutions.iiimpact.io

Comprehensive AI integration and optimization from UX front-end and back-end?
Need help building AI products users love?
Need better conversion rate or UX / UI?
Strategic AI and product strategy workshops that save millions of $$ and months of time: solutions.iiimpact.io

  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 494520384 series 3603091
Content provided by Makoto Kern. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Makoto Kern or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Leaked Documents Expose The Truth!

WHAT YOU'LL DISCOVER

- The Hidden Technical Debt Crisis: Why AI systems are held together with "digital duct tape" and what this means for your business investments
- The Copyright Cover-Up Strategy: Leaked internal documents reveal how AI companies are programming systems to deny mistakes instead of fixing core problems
- The Two Types of Companies by 2027: Our bold prediction about which businesses will survive the AI shakeout and which will become the next Pets.com
- The "Vibe Coding" Phenomenon: How inexperienced developers are shipping AI-assisted code without understanding it, creating systemic vulnerabilities
- The Real AI Success Formula: Why user experience beats technical sophistication every time (with real case studies)
- Investment Red Flags: The warning signs that separate genuine AI innovation from dangerous speculation
- The Survival Playbook: Practical strategies for building AI implementations that will thrive regardless of market conditions

SHOCKING STATISTICS

- $5 Trillion: Total market value wiped out in the dotcom crash—and why the AI crash could be worse
- 400% Rise: NASDAQ's meteoric climb from 1995-2000 before crashing 78%—eerily similar to today's AI valuations
- $300B to $2T: Nvidia's market cap explosion in under 2 years, mirroring Cisco's pre-crash trajectory
- 10% Stock Boost: Average gain companies see just by mentioning "AI" in earnings calls, regardless of actual implementation
- 60-70% Accuracy: Real AI success story—transforming 1800s cursive document translation from 1% to 70% accuracy
- 50-100x Revenue: How AI startups are being valued with no clear path to profitability
- 6,471 Lines of Code: What it takes just to make Claude's web search work—revealing the complexity crisis underneath
- 90% Failure Rate: Our prediction for AI startups that will collapse when the bubble bursts

WHO NEEDS TO WATCH THIS

✅ CEOs & Business Leaders making AI investment decisions worth millions
✅ Startup Founders building products on AI platforms who could lose everything
✅ Product Managers responsible for AI feature integration and user adoption
✅ Investors & VCs trying to separate genuine AI opportunities from hype-driven bubbles
✅ Software Development Teams using AI-assisted coding tools without understanding the risks
✅ Enterprise Decision Makers evaluating AI vendors and implementation strategies
✅ Technology Consultants advising clients on AI adoption and digital transformation

Timestamps:
7:30 - The leaked Claude documents revelation
10:45 - "Vibe coding" explanation
22:00 - personal AI success story
29:30 - Our bold 2027 prediction

About IIIMPACT.io:

IIIMPACT has been in business for +20 years. Our growth success has been rewarded by being on the Inc. 5000 for the past 3 years in a row as one of the fastest-growing private companies in the US. Product Strategy to Design to Development - we reshape how you bring software visions to life. Our unique approach is designed to minimize risk and circumvent common challenges, ensuring our clients can bring innovative and impactful products to market with confidence and efficiency.

We're the strategic AI integration consultancy that helps enterprises and SaaS companies navigate the AI transformation. With decades of proven success, we've helped organizations across Cybersecurity, Energy, Logistics, Healthcare, and more build AI-enhanced software products that users love and deliver measurable ROI.

👉 Book your strategic assessment at https://www.iiimpact.io/lets-talk before your competition does.

Speaker Bios

Makoto Kern - Founder and UX Principal at IIIMPACT - a UX Product Design and Development Consulting agency. IIIMPACT has been on the Inc 5000 for the past 3 consecutive years and is one of the fastest-growing privately-owned companies. His team has successively launched 100s of digital products over the past +20 years in almost every industry vertical. IIIMPACT helps clients get from the 'Boardroom concept to Code' faster by reducing risk and prioritizing the best UX processes through their clients' teams.

Brynley Evans - Lead UX Strategist and Front End Developer - Leading large-scale enterprise software projects for the past +10 years, he possesses a diverse skill set and is driven by a passion for user-centered design; he works on every phase of a project from concept to final deliverable, adding value at each stage. He's recently been part of IIIMPACT's leading AI Integration team, which helps companies navigate, reduce their risk, and integrate AI into their enterprise applications more effectively.

SUBSCRIBE TO THE PODCAST ► https://www.youtube.com/@UCfV9ltRpRuggt56dVgZ3o9Q

LISTEN ON:
ITUNES: https://podcasts.apple.com/us/podcast/make-an-iiimpact-the-user-inexperience-podcast/id1746450913
SPOTIFY: https://open.spotify.com/show/43NxDthLmfF1NFjwedNTmv?si=4223272eba4e4eb8

ADD IIIMPACT ON:
INSTAGRAM: https://www.instagram.com/iiimpactdesign/
X: https://x.com/theiiimpact

Strategic planning at solutions.iiimpact.io

Comprehensive AI integration and optimization from UX front-end and back-end?
Need help building AI products users love?
Need better conversion rate or UX / UI?
Strategic AI and product strategy workshops that save millions of $$ and months of time: solutions.iiimpact.io

  continue reading

20 episodes

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