『Amazon, Meta and Uber + Founders Building with AI | iwon podcast Summer Sessions with Michael J Thomas | Episode 11』のカバーアート

Amazon, Meta and Uber + Founders Building with AI | iwon podcast Summer Sessions with Michael J Thomas | Episode 11

Amazon, Meta and Uber + Founders Building with AI | iwon podcast Summer Sessions with Michael J Thomas | Episode 11

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AI has made it seem astonishingly easy to build software.But what information should you pay attention to as a founder?As it's summer time, we felt like it would be a good time share some stories from big tech so you can learn from it all. Don't worry - normal guests and episodes will resume after the holidays (some great ones to come).The aim of this episode is to provide you with what you need to know as a founder. So that you apply some of those lessons to how you plan to use AI to improve your business.Here's the TLDR version for you:A founder recently showed Michael a product he had created using AI in just nine days. It worked. It looked good. But what would happen when a paying customer encountered a problem nobody had anticipated? How would they even know where to begin?That is where a promising demonstration has to become a dependable product.In this first iwon™ Summer Session, Michael J. Thomas explores with you, what Amazon, Uber, Meta and Humata Health shared on AI. The goal is to share useful lessons for founders and AI.Amazon’s experience raises important questions. Uber’s spending demonstrates why producing more code does not necessarily create more customer value. Meta’s enormous infrastructure investment shows that even the largest technology companies must find sustainable business models in the AI era. Humata Health explains why the difficult “final mile” of security, compliance, integration and support still matters.AI has made building easier.Responsibility has not changed.So put your feet up, enjoy the summer and let Michael gently narrate what is happening in AI. Think Bob Ross (how Michael sounds, according to his friend), but with fewer happy little trees and considerably more enterprise software.In this episodeWhy a working AI prototype is not necessarily a dependable productThe difference between vibe coding and responsibly assisted developmentWhat Amazon’s experience with its Kiro coding agent can teach foundersWhy human review and accountability still matterHow Uber reportedly exhausted its annual AI coding budget in four monthsWhy producing more code does not automatically create more customer valueMeta’s projected investment of up to $145 billion in 2026Why Meta is exploring ways to commercialise its AI infrastructureHumata Health’s warning about the difficult “final mile”How AI is changing the build-versus-buy decisionWhy security, compliance, reliability and support can become a competitive moatThree questions every founder building with AI should answerTimestamps00:00 Welcome to the iwon™ Summer Sessions01:09 The AI product built in only nine days01:45 A demonstration is not a dependable product03:47 What Amazon can teach founders about AI-assisted development04:43 Kiro and the reported AWS service interruption05:17 Amazon’s response and the return of mandatory peer review06:25 Why more code does not automatically mean more value06:42 Uber’s AI spending and the customer-value question08:01 Meta’s investment of up to $145 billion08:29 Could Meta turn its infrastructure into another business?10:02 Humata Health and the difficult final mile11:57 How AI is changing the build-versus-buy decision13:03 Why Gartner expects many agentic AI projects to be cancelled13:42 Trust as a competitive advantage14:04 The questions enterprise buyers will increasingly ask15:07 Three questions for founders building with AI16:01 Building is becoming easier, but responsibility is not16:43 Final thoughts from MichaelThree questions for foundersWhat would happen if a customer stress-tested your product tomorrow?Are the depth, reliability and value of your product clear to prospective buyers?Are you creating enough genuine value to make customers want to stay when a competitor can build something similar?Sources and further readingMichael J. Thomas: “Building AI is easy. But is there a business around it?”Computing UK: AWS blames user error, not AI, for cloud outage caused by AIFinancial Times: Amazon service was taken down by AI coding botThe Guardian: Amazon’s cloud reportedly hit by outages involving AI toolsBusiness Insider: Uber COO says AI spending is becoming harder to justifyReuters: Meta raises its 2026 capital expenditure forecast to as much as $145 billionReuters: Meta building a cloud business to sell excess AI capacityReuters: Meta and Anthropic discuss a potential $10 billion compute agreementForbes: Dr Jeremy Friese on how the build-versus-buy decision has changedGartner: Over 40% of agentic AI projects predicted to be cancelled by the end of 2027Follow Michael and iwon™Michael J. Thomas:https://www.linkedin.com/in/realmjt-in/iwon™ podcast:https://iwonpodcast.com/YouTube:https://www.youtube.com/@realmjtApple Podcasts:https://podcasts.apple.com/gb/podcast/iwon-podcast-with-michael-j-thomas/id1882021798Spotify:https://open.spotify.com/show/629GCCMNKOJNblEtz99YbpDARWIN™:https://darwinworks.com/If you enjoyed the episode, please follow the ...
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