Guest Bio:

Jeremiah Owyang is a Silicon Valley technology analyst, entrepreneur, and venture investor focused on artificial intelligence and emerging technologies. He has spent decades studying how new technologies reshape industries and now works closely with founders building the next generation of AI-driven companies.

Show Summary

Artificial intelligence is moving faster than almost any technology shift in history, and the ripple effects are already transforming how companies are built.

In this episode of State of Gold, Jon Slavet sits down with Jeremiah Owyang to discuss the rapid rise of AI startups, how venture capital is evolving, and why this moment feels similar to the early days of the internet. Owyang explains how AI is lowering the barriers to building companies while simultaneously creating entirely new categories of businesses.

The conversation explores what founders should be paying attention to, how AI agents may reshape work itself, and why California still sits at the center of global innovation despite political and economic challenges.

Chapters
00:00 – Why AI May Be the Most Consequential Technology Ever

00:58 – Jeremiah Owyang Joins the Show

02:13 – Where We Are in the AI Revolution

03:28 – The Impact AI Will Have on Jobs

05:44 – The Rise of AI-Native Startups

08:25 – The First Billion-Dollar One-Person Company

10:00 – Why Revenue Per Employee Is Exploding

12:15 – AI Agents and the Future of Work

15:05 – Why Silicon Valley Still Leads AI Innovation

18:10 – How Founders Should Think About Building in the AI Era

21:30 – What Society Is Not Ready For

24:10 – Rapid Fire: One Thing That Will Shape the Future

26:30 – What Gives Him Hope

Connect with Jeremiah Owyang

Facebook: https://www.facebook.com/JeremiahOwyang/
Instagram: https://www.instagram.com/jowyang/
LinkedIn: https://www.linkedin.com/in/jowyang/
Twitter/X: https://x.com/jowyang/with_replies

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Workers Trust AI More Than Their Coworkers | Jeremiah Owyang