PERSON DIRECTORY
Tommy Shaughnessy
Host of Delphi Intelligence AMA. Tommy Shaughnessy appears in 2 indexed conversations across Delphi Digital, Delphi Intelligence AMA. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES2 SHOWS
Language
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.
