PERSON DIRECTORY
Tommy Shaughnessy
Tommy Shaughnessy appears in 1 indexed conversation across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Is The AI Bubble About to Pop?
CeterisJasonTommy ShaughnessyJoseKevin
Enterprise AI budgets are reportedly burning faster than planned: Salesforce spent $300M on Anthropic, while DeepSeek is “20 to 40x cheaper” and Microsoft is releasing it for Copilot.Open-source substitution could capture 90% of workloads, but frontier models may command greater value; monitor circular financing, debt, regulation, blocked data centers, and 2026 midterms.