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Which podcasts are discussing ACN?
11 ATTRIBUTED IDEAS · 10 EPISODES · 8 SHOWS
The shows
Marketplace
Motley Fool Money
The Twenty Minute VC
a16z Podcast
Animal Spirits
Excess Returns
The Pomp Podcast
WSJ What's News
Where the discussion went deepest
25 JUN25 JUNTHE TWENTY MINUTE VC
AI disintermediates systems integrators and IT consulting
“Traditional systems integrators and IT consulting firms face structural margin and revenue collapse as AI automates core deployment work and displaces head-count-based billing models.”
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno
Core thesis · 5/5Verify in source →
17 JUL4W AGOMARKETPLACE · 13:12
Influencer marketing shifts to enterprise scale
“The thesis argued: Influencer marketing has matured from an informal activity into a $37 billion enterprise industry, driving growth for specialized talent agencies and attracting major corporate acquirers.”
Will Chevron-Iraq deal solve oil woes? · with Iran
In depth · 4/5Verify in source →
15 JUL15 JULMARKETPLACE · 08:08
AI CapEx rotates capital out of traditional software
“The discussion framed massive corporate spending on AI infrastructure as a direct headwind for legacy software providers, as enterprise IT budgets shift away from traditional applications.”
The U.S. has the steepest inflation in the G7
In depth · 4/5Verify in source →
29 JUN29 JUNTHE POMP PODCAST · 34:47
Rotate out of memory into application-layer AI
“The case was made that after memory stocks spiked due to data center buildouts, the next leg of the AI trade rotates into downstream beneficiaries like biotech and defense, while shorting legacy IT consulting.”
OG Crypto Investor SOLD HIS BITCOIN For AI
In depth · 4/5Verify in source →
18 JUN18 JUNMOTLEY FOOL MONEY · 07:05
AI displacement threatens traditional IT consultancies
“The IT consulting industry faces structural decline as AI tools increasingly automate customized business advice.”
IT Consulting is Not Having a Good Time
In depth · 4/5Verify in source →
21 JUL3W AGOEXCESS RETURNS · 48:05
Commoditized IT services hit by AI coding
“Low-revenue-per-employee IT service and systems integration firms face structural displacement from AI coding tools, unlike high-end strategic consultancies.”
We Asked the Man Who Mapped the AI Economy If the Boom Is Real — And Who Keeps the Money
Substantive discussion · 3/5Verify in source →
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