The decline of AI

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Neil and Eric break down the “decline of AI” narrative and why red growth charts for vibe coding tools like Cursor, Lovable, and Windsurf can be misleading. They unpack churn vs stickiness, unrealistic ARR expectations, and why enterprise coding revenue (especially Anthropic Claude Code) still signals strength. Using Ramp AI Index spend data, they discuss the momentum of OpenAI, Anthropic, and Google, plus why marketers are shifting from tool-chasing to KPI-driven fundamentals. They also review Granola AI meeting notes and why data verification matters.

Key takeaways:

-AI bubble fears ≠ AI slowdown

-Enterprise AI adoption is the real signal

-Verify AI outputs before decisions

Chapters:

00:00 AI “death” chart debate

02:00 Data accuracy and enterprise revenue

03:18 Unrealistic ARR growth expectations

06:48 Data labeling and AI gold rush

08:04 MP Digital and SEO tools

08:21 Ramp AI Index adoption trends

10:48 Marketing shifts from tool-chasing

12:44 Granola AI meeting note-taker

16:45 Claude vs ChatGPT data accuracy

18:11 Verify numbers before presenting

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Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer.

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