Chaotic AI Markets: Focus on what you can control
Sonntag, 21. Juni 2026 · 23 min
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Shownotes
SUMMARY: On Father's Day, how would you explain some of the volatility of the AI market to your father? What advice might he give you to navigate the ups and downs and uncertainties?
SHOW: 1038
SHOW TRANSCRIPT: The Enterprise AI Show #1038 Transcript (docs.google.com/document/d/1DgKroQh5nqmR45zTGw…)
SHOW VIDEO: youtu.be/T2ZIYLpl_cE
SHOW SPONSORS:
• ShareGate - ShareGate Protect. Microsoft 365 Governance, we got this! (sharegate.com/protect)
• Nasuni - Activate your data for AI and request a demo (nasuni.com/AI)
• OutShift by Cisco - “Scaling Out Superintelligence” (outshift.cisco.com/internet-of-cognition/white…) The Internet of Cognition architecture
SHOW NOTES:
• Leaked documents show OpenAI is losing billions (arstechnica.com/ai/2026/06/leaked-financial-do…)
• Anthropic’s Fable and Mythos models banned from non-US foreign nationals (anthropic.com/news/fable-mythos-access)
• The AI layoff wave is becoming a powder keg (techcrunch.com/2026/06/15/the-ai-layoff-wave-i…)
• Professors says AI-related job losses are inevitable (inc.com/kit-eaton/why-ais-godfather-thinks-hug…)
THESIS: On this Father’s Day, with an AI market that often times doesn’t make any sense, I thought about the type of advice that my father gave me over the years and how it would apply to this time of significant change.
• Show up, keep up and shut up
• Make yourself invaluable
• Focus on what you can control
• Be an expert in something
• When in doubt, get closer to people and how money is made
• When things don’t make sense, focus on fundamentals
• Markets can be irrational way longer than you can be solvent
• Try and think a couple steps ahead
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