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This is the leadup to our newest installment of the Cerebral Valley AI conference we're hosting on November 12th. In this episode of the podcast, we're joined by the co-hosts of the conference - Max Child and James Wilsterman - as we dive deep into the complete state of the tech startup world. We'll also revisit our annual AI Fantasy Draft and check out how each portfolio performed.
🎙️Topics in this episode:
- Where AI investment headed in 2025 and where it's heading in 2026
- The challenges and opportunities emerging from the AI boom
- The latest updates from our Annual AI Fantasy Draft League: who’s leading, who’s lagging, and what bets might pay off next
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Chapters:
00:00:00 - Intro
00:01:00 - Intro card
00:09:05 - This year’s themes in AI
00:02:44 - Projections for the next 6 months
00:03:41 - AI Agents & Voice
00:09:19 - Fiction frenzy
00:12:20 - AI Psychosis
00:14:51 - MONGODB ad
00:15:48 - US economy and AI
00:24:47 - Year of thinking models
00:30:58 - Vibe coding
00:33:02 - Jagged edge of AI
00:37:59 - Effective altruism
00:38:54 - AI Fantasy Draft League
00:39:36 - Draft hype video
00:42:09 - Draft rules
00:44:56 - Max’s team
00:46:51 - Eric’s team
00:49:06 - James’ team
00:51:36 - New picks
01:08:47 - Quick review
01:09:36 - Outro