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Digital Disruption with Geoff Nielson

Boom or Bust? Top AI Investor Reveals the Future of AI Startups

22 Sep 2025

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Which strategies separate the AI startups that thrive from those that die?Today on Digital Disruption, we’re joined by Jeremiah Owyang, a venture capitalist at Blitzscaling Ventures.Jeremiah, a longtime Silicon Valley native, leads investments in early-stage AI startups at Blitzscaling Ventures. He focuses on startups with the potential for rapid scale and enduring leadership in valuable markets. He also organizes the popular Llama Lounge: The AI Startup Event Series. As a speaker, Jeremiah forecasts how early-stage technology will reshape business and society and advises audiences on how to turn disruption into advantage.Jeremiah sits down with Geoff to unpack the reality of Silicon Valley’s AI gold rush. With more than 38,000 AI startups competing for attention, thin technical moats, and the looming threat of consolidation, founders face more pressure than ever to stand out. He shares insider insights on why most AI startups are vulnerable to being wiped out by a single update from @OpenAI or Google, which industries and roles are most at risk of automation, and why critical thinking remains one of humanity’s most valuable advantages. The conversation also explores how Gen Alpha, the first AI-native generation, will grow up and work differently than any before, as well as the rise of AI agents and their impact on everyday work. In this video:00:00 Intro01:45 The AI startup explosion04:30 Why most AI startups will fail without real advantages07:10 One OpenAI update could destroy your startup overnight10:25 Thin technical advantages and the search for moats13:40 What VCs look for in AI startups17:05 The rise of Lean AI startups20:15 AI agents and the automation of entry-level jobs23:50 The skills humans still need27:10 Gen Alpha: The first AI-native workforce30:20 AI’s role in corporate strategy and decision-making34:00 The Risks of over-reliance on AI in business37:25 From Gold Rush to shakeout41:10 How CEOs can future-proof their companies in the AI era45:30 Humanoid robots, agents, and the next wave of disruption49:15 Winners and losers in the AI economyConnect with Jeremiah:Website: https://web-strategist.com/blog/about/ LinkedIn: https://www.linkedin.com/in/jowyang/Instagram: https://www.instagram.com/jowyang/X: https://x.com/jowyangVisit our website: https://www.infotech.com/Follow us on YouTube: https://www.youtube.com/@InfoTechRG

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