Experts analyze the 1X NEO humanoid robot's real-world viability and data challenges, delve into the complex copyright dispute between Japan's IP holders and OpenAI's Sora 2, and dissect the strategic implications of the new OpenAI and AWS partnership for AI infrastructure and multi-cloud strategies.
Ben Lorica and Evangelos Simoudis discuss signals of an AI bubble, including runaway valuations and circular financing. They explore why many enterprise AI pilots fail and what separates successful adopters—namely, a focus on measurable use cases and organizational transformation—and offer a nuanced perspective on the US-China tech race, cautioning against underestimating China's progress in AI, robotics, and semiconductors.