Is AI a Bubble? A Wharton Senior on Careers, AGI & the Human Edge with Andre Chulo

Send us Fan Mail Is AI a bubble, and what does that mean for anyone starting their career right now? Wharton senior Andre Chulo (Finance + AI, University of Pennsylvania) joins Don Finley on The Human Code to break down the AI hype cycle, the future of entry-level jobs, and why human skills matter more than ever. Andre shares what he saw working with hyperscalers at Accenture, why he doesn't buy the AGI hype yet, and how startups can build a real moat by solving the problems AI creates rather than competing with the frontier labs. In this episode: • Why AI is turning the corporate "pyramid" into a "diamond," and what that means for analyst and entry-level roles • Are we in an AI bubble? Scaling laws, compute costs and the ROI gap • Circular AI funding: NVIDIA, AI labs and what happens if the chain breaks • How startups can build a moat: distribution, and solving AI's knock-on effects (like GEO, generative engine optimization) • Lessons from the dot-com bubble: Cisco, Amazon and building resilient businesses • Should pre-professionals ignore AI and focus on critical thinking and soft skills? • Why skeptical users get better answers from AI • US vs China: distillation, energy infrastructure and regulatory moats • Why open-weight and open-source AI models matter Chapters: 00:00 Intro: Andre Chulo, Wharton Finance & AI 00:00 AI and the "diamond" org chart: entry-level jobs at risk 00:00 Why Andre doesn't buy the AGI hype (yet) 00:00 Is AI in a bubble? 00:00 Hyperscalers, demand and circular funding 00:00 How startups build a moat in the AI era 00:00 Dot-com lessons: Cisco vs Amazon 00:00 Preparing your career: soft skills vs AI skills 00:00 Skeptics vs blind trust: getting better AI output 00:00 New roles AI will create: agents and workflow coordination 00:00 Geopolitics: US, China, Europe and Mistral 00:00 Open-weight models and who decides AI's future 00:00 Closing thoughts Listen & follow The Human Code: 🎥 https://www.youtube.com/@TheHumanCode888 🌐 https://thehumancode.buzzsprout.com 🎵 https://open.spotify.com/show/6SdOzNrG63cUIYz6rUri68 🍎 https://podcasts.apple.com/us/podcast/the-human-code/id1738092975 📝 https://findustries.co/blog/ 📧 https://findustries.beehiiv.com/subscribe 📸 https://www.instagram.com/findustriesllc 📱 https://www.tiktok.com/@donfinley815 #AIBubble #ArtificialIntelligence #FutureOfWork #TheHumanCode #AGI Sponsored by FINdustries Hosted by Don Finley