Episode 18: AI Eats Everything

Dec 7

Written By Brian O'Neill

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The AI & investing episode. Brian and Mik talk about whether AI will actually replace white-collar jobs or just transform them, how professionals can stay relevant by becoming AI-powered specialists, and where value might accrue across chips, power, “boring” traditional industries, and healthcare and drug discovery. They also explore whether giants like OpenAI will hoover up SaaS, how constraints in compute and electricity could shape the next decade, and why the biggest AI winners may come from unknown unknowns we can’t yet see.

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Brian O'Neill

Episode 18: AI Eats Everything

Episode 19: Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech

Episode 17: Dealable, 15th August 2025