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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
1 episode1 active
Language
Delphi DigitalEN · 75 min

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.