Episode 21 · 26 July 2026 · 26 min
Your AI Contract has a 4th year you can't afford.
Nobody who signs a five-year enterprise AI agreement can tell you what year four costs. Dale Leszczynski and Nick McIntosh spend this episode on the question underneath the AI bubble talk: why the tools universities now run on are priced by someone else's fundraising round, and what happens when that round runs out. Along the way: Gary Marcus's distinction between a financial bubble and a tech bub