Steve Lucas

speaker

213 appearances 1 recordings 1 series first heard Jul 2026 last heard 12 Jul

Steve Lucas’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · Why Most AI Projects Will Fail — And How to Find the Companies That Won't · 12 Jul 2026 podcast

So investors need to watch out for that.

But I think data, I do think unique combinations of AI plus matter.

But I'm still a believer in infrastructure.

That's why I'm here.

Well, yeah, I mean, and again, I think for most investors, if you just step back and think about, and let's not, you know, kind of target or talk about any one particular company, but a frontier model company that's losing billions of dollars a month.

So the first narrative that we heard in kind of like AI narrative 1.0 was, hey, AI is going to take all these human jobs and you need to be ready for that.

Well,

That didn't happen, at least not yet.

But to a certain degree, I think a number of these public or frontier model AI CEOs, they were counting on AI taking these human jobs.

They need it because there's just not enough software revenue

to cover what it costs to train and build these models into perpetuity.

So they needed AI to be successful and consume some of the labor market.

But here we are, and that hasn't happened.

So what next?

Well, for AI to be successful long-term,

As I said earlier, these organizations, these big frontier models, they're going to have to convince enterprise organizations to use their model privately.

That's a big step.

This isn't just about consumer growth and what you or I use AI for at a small business level or at home.

Well, you know, I'll pay my 200 bucks a month to Anthropic or OpenAI.

But they've demonstrated that they need more revenue.

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