Trough Of Disillusionment

topic on 3 shows · 3 statements across 3 episodes

Sourcery All-In TBPN

3 statements about Trough Of Disillusionment, every show

TBPN Opinion
Coogan: Tech has not yet reached the AI trough of disillusionment
“The real move is that I don't think we're in the trough of disillusionment yet.”
John Coogan Aug 30, 2025 ▶ 18:16 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
ALL-IN Opinion
Sacks: Enterprise AI hype cycle has not reached peak expectations yet
“I don't see the disillusionment. I don't know where this is coming from. I don't even think we're at the peak yet.”
David Sacks May 3, 2025 ▶ 1:17:26 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
SOURCERY Prediction Not checkable as stated
AI will hit a trough of disillusionment as revenue lags infrastructure buildout
“And that kind of starts to tell you that we make it close to the trough of disillusionment at some point where all this, you know, the infrastructure that was built and the idea is build it and they will come. You know, the people actually don't come. The reve…”
Alex Kolicich Oct 11, 2024 ▶ 26:56 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea

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