Ep 168: Is the AI Bubble About to Burst? With Luke Hodgson co founder of Commerce Thinking & High Cohesion
OffcutsShow Notes
On this episode, I’m asking a simple question with a very complicated answer. Is the AI bubble about to burst? With Luke Hodgson, co-founder of Commerce Thinking and High Cohesion.
We kick things off by reviewing four recent news stories that have fuelled bubble talk, from Mira Murati’s $2 billion raise at Thinking Machines Lab to Palantir’s stock drop and Meta’s AI hiring freeze. Then we dig into the reality. What’s hype, what’s real, and how should brand operators navigate it? Luke and I explore whether the current wave of AI investment is overinflated or just misunderstood. We talk about unit economics, cracks in the AI stack, and how the winners might not be the AI-first startups, but the brands quietly experimenting in the background.
We also zoom out. If this is an industrial revolution compressed into a decade, what happens to jobs? How should brands structure their teams? And is there any government on the planet actually ready for what’s coming? If you work in tech or commerce, and you’re trying to make sense of the AI noise, this one’s for you.
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