Ep. 30 - Do you believe in the AI Bubble?

In this episode, Koby Ofek discusses the week's major shift in Big Tech, which signals the end of the "Moonshot Era" and the start of the "Extraction Era," starting with Meta's move to slash the metaverse budget and reallocate those billions toward AI, effectively changing the "Aleph" from a physical destination to a computational tool. He then breaks down how Amazon's new Trainium 3 chip is directly assaulting the "cost of cognition," making automation accessible to mid-sized companies, and how Mistral's edge AI models are decentralizing this intelligence, removing "latency protection" for field workers. Finally, he examines HP's multi-year layoff plan as a "boiling frog" strategy that validates the "AI efficiency" thesis for the entire Fortune 500, concluding with a call to action for workers to stop managing friction and move to the parts of work that require humanity, context, and a clear sense of direction.

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