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 the enterprise shift is going to happen.

And I think there's so much more that needs to happen.

I don't know how these organizations turn a profit without significant penetration into labor markets.

And again, that's what they're counting on.

I think that there's a whole lot of spin going on right now.

That's what I think.

I think you're absolutely right.

These layoffs, you know, where's the data behind it?

Simply saying we've achieved so much productivity, therefore we need to lay off 9,000 people as a matter of convenience.

There's no fact in it.

or if there is it's very little and certainly uncommunicated what i would want to see as an investor is show me where the rate of return efficient uh you're you're more efficient in your finance team more efficient in your in your engineering team we're producing 10 times the amount of code and a third of the time show me the numbers and show me the money

And if you do that, then I'm going to start to buy into that.

So absolutely, this is a matter of convenience.

I don't want to say that AI is the scapegoat.

I think it's just a convenient foil right now.

Well, it's going to go way beyond market cap.

I think, you know, market cap is kind of semi fickle right now.

It changes with the winds and you can have Anthropic make a statement about some new feature in their product.

And then suddenly, you know, dozens of publicly traded organizations tank market capitalization wise because of a perceived feature or detriment to a market based on AI.

I think signals that you can look out for, we talked about this briefly, but I think it's going to be organizations that are showing acceleration number one in their new customer acquisition.

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