David Helmer
Engineer and AI advisory consultant; founder of NTTW Consulting; former Principal Professional Staff member at Johns Hopkins University Applied Physics Laboratory with a decade advising the US government on machine learning and autonomous systems.
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APPEARANCES
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PODCASTS
Jun 4, 2026
Chris KeeferHOST
Is this a bubble? Is that, is that the most likely thing if we're gonna assign probabilities?
David HelmerGUEST
Um, the-- Again, while there are valid use cases for some of these tools, uh, the math doesn't really math for a lot of what, uh, people are claiming that they're going to do.
David HelmerGUEST
And so, um, you have the hyperscalers and yes, uh, OpenAI is losing money, um, just hand over fist, right, in terms of how they're doing it.
David HelmerGUEST
Uh, there's some questions, uh, about how they arrived at that conclusion, uh, in terms of what math went into it, how they did their accounting, whether they're paying what they're actually gonna pay for their compute this quarter, things like that.
31 MINS LATER