『AI + What Every Founder Needs to Know Now | iwon podcast | Episode 13』のカバーアート

AI + What Every Founder Needs to Know Now | iwon podcast | Episode 13

AI + What Every Founder Needs to Know Now | iwon podcast | Episode 13

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As you'll know, there is a ridiculous amount happening in tech, software and AI right now.As a founder, it can feel impossible keeping up.That's why Michael J. Thomas sat down to digest it all and share it with you.To save you hours sifting through to find the truth online.TLDR: AI investment and revenue are accelerating, new regulation is taking effect, SaaS pricing is being challenged, and small companies are still finding ways to attack enormous incumbents. Michael digests the stories, goes back to the original sources and asks the question founders actually care about: so what does this mean for my business?Full show notesAI is booming. Anthropic is reportedly generating revenue at an extraordinary rate. The European Central Bank is asking whether AI valuations are beginning to resemble the dot-com era. The EU AI Act has new transparency obligations in force. The UK is examining its reliance on American frontier AI models. And a $21B chip startup founded by three people in their mid-twenties is taking on Nvidia.Those are the headlines. This episode is about the useful bit: what they mean for founders and CEOs.Michael breaks down the news in plain English, then tests some of the startup advice founders hear constantly and finishes with practical questions that come up in his consulting work and conversations with founders.The core promise is simple: reliable sources, no BS, the TLDR, Michael’s take, and why it matters to you.TOPICS COVERED• AI boom versus AI bubble• Anthropic’s reported $65B annual revenue run rate and what it does — and does not — prove• Why AI hype is not the same as product-market fit or a business model• Why the EU AI Act can still matter outside the EU• AI transparency, enterprise buyers and trust• The strategic risk of relying on one AI provider• Model agnosticism and having a backup plan• How AI could change SaaS seat pricing, usage pricing and margins• Etched versus Nvidia and what underdogs can learn from changing markets• Fact or Fiction: raising with an MVP, solving your own problem, founder audiences, niche SaaS and pre-selling• Founder Hot Seat: sales leadership, crowded markets, technical founders selling, and marketing versus salesiwon™ stands for It Wasn’t Overnight. Michael created the show to get beyond polished success stories and understand what really happens between the beginning and the apparent success at the end.iwon™ conversations mentionedSachin Goyal — ClarityLoop: https://youtu.be/FJqy1H3UBIY?si=vcwoZydODSNdstBnBeth Dodson — HomeZada: https://youtu.be/NbJUs4Ib3EE?si=Y8e2gbYwpKthaKv0Aatish Thakerar — Pedagogue: https://youtu.be/tAS-ndpYk7Q?si=g32R0ChpifQZ0ORgAlex Sullivan-Lepaffe — The Salespeople: https://youtu.be/q7gbrmvsius?si=d_suyY-_-UfzV7xSMark Blakemore — Home Run Finance: https://youtu.be/iU6ONslsshw?si=vzQgqaf47Dnc9LnrOriginal sources and further readingEuropean Central Bank — The AI boom: rational enthusiasm or the next dot-com bubble?: https://www.ecb.europa.eu/press/blog/date/2026/html/ecb.blog20260817~754a8a4418.en.htmlReuters — Anthropic IPO valuation hinges on $190–200bn 2028 revenue forecast: https://www.reuters.com/business/anthropic-ipo-valuation-hinges-190-200-billion-2028-revenue-forecast-sources-say-2026-08-15/Reuters — Anthropic revenue run rate tops $65bn: https://www.reuters.com/technology/anthropic-revenue-run-rate-tops-65-billion-source-says-2026-08-17/European Commission — Article 50 transparency guidelines: https://digital-strategy.ec.europa.eu/en/library/guidelines-transparency-obligations-providers-and-deployers-ai-systemsEuropean Commission — Article 50 FAQ: https://digital-strategy.ec.europa.eu/en/faqs/transparency-obligations-under-article-50-ai-actFinancial Times — UK examines economic hit from loss of access to frontier AI models: https://www.ft.com/content/418e0159-d2d1-4432-a7b3-de0cc446ef08McKinsey — Upgrading software business models to thrive in the AI era: https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/upgrading-software-business-models-to-thrive-in-the-ai-eraMcKinsey — Is that AI agent worth it? Agentic economics and the modern operating model: https://www.mckinsey.com/capabilities/quantumblack/our-insights/is-that-ai-agent-worth-it-agentic-economics-and-the-modern-operating-modelWall Street Journal — A $21 Billion 'Kids in Chips' Startup Is Scooping Up Nvidia Talent: https://www.wsj.com/tech/ai/a-21-billion-kids-in-chips-startup-is-scooping-up-nvidia-talent-4d099f12Carta — State of Pre-Seed, Q2 2026: https://carta.com/uk/en/data/state-of-pre-seed-q2-2026/CRV — Series A Metrics VCs Expect in 2026: https://www.crv.com/content/series-a-metrics-vcs-expectFirst Round Review — Productboard’s Path to Product-Market Fit: https://review.firstround.com/productboards-path-to-product-market-fit/LinkedIn + Edelman — How B2B Thought Leadership Can Persuade Hidden Buyers: https://www.linkedin.com/business/...
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