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PodcastA Beginner's Guide to AIOctober 19, 2026

AI Isn’t Moving Too Fast. It’s Too Noisy - Nikolas Badminton

Badminton argues AI ROI comes from narrow, intentional deployment (7-10% of use cases), not blanket adoption, with open-source models gaining ground on cost and control grounds.

  • Noise over speed: Badminton argues AI feels fast mainly because of press-release volume and narrative clutter, not actual pace of change; OpenAI and Anthropic leaders are already 'walking back' earlier hype.
  • Intentionality as the new CEO watchword: After years of 'use it everywhere' mandates, executives now ask where AI actually creates value; research cited shows productivity gains concentrate in a narrow 7-10% of applied, strategy-aligned use cases.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.