Ted Shelton has seen the AI wave from every angle - partner at Bain, COO at Inflection AI, now founder of adaptability.com and builder of the Personal Agent aalpi.ai. In this episode, Ted and host Johannes Deubener discuss what happens when AI compute becomes a new form of capital that no longer needs human labor.

Ted explains why owners of compute will capture value faster than overall economic growth, how this breaks the 250-year-old relationship between capital and labor, and why “abundance” does not automatically mean broad participation. On individual level, we explore the human skills that actually compound and how you can practice adaptability in this fast-paced world.

Chapters

00:04 Introduction to Ted Shelton

00:56 Public Skepticism Towards Autonomous Vehicles

04:32 The Future of AI Interaction

08:18 Reflections on AI's Evolution

11:59 Transitioning from Pilot to Execution at Scale

14:17 Rebuilding Inflection AI: Insights and Challenges

16:39 The Importance of Data Ownership in AI

19:31 Achieving ROI from AI Initiatives

23:26 Turing trap - Balancing Automation and Augmentation

25:25 AI as a Coordination Mechanism

31:12 Building Adaptability in a Rapidly Changing World

34:19 How to Teach Adaptability as a Meta Skill

36:13 Navigating the Rapid Pace of Technological Change

39:14 The Importance of Human Skills in an AI-Driven World

40:35 Redesigning Work for the Future

43:30 The Economic Bitter Lesson and AI Inequality

47:15 Collective Action and the Need for Adaptability

50:19 Compute Capital: A New Form of Value

53:37 Winners and Losers in the AI Economy

57:32 Rethinking Wealth Distribution in an AI World

01:01:27 Optimism for Future Generations in a Changing World

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Don't be shy and come say hi:

Connect with Johannes: https://www.linkedin.com/in/johannesdeubener/

Follow Ted: https://www.linkedin.com/in/tshelton/

Subscribe to his Newsletter: https://www.linkedin.com/newsletters/infinite-future-6980527547914534913/

Check out his privacy-first AI Agent Aalpi: https://aalpi.ai/

Check out his Adaptability learning platform: https://www.adaptability.com/

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More about AI To Go:

✨ Watch more Episodes on YouTube: https://www.youtube.com/channel/UCiL3_cC9nmXALQiaqlYs2Kw
✨ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-to-go-podcast/id1866997458

✨ Listen on Spotify: https://open.spotify.com/episode/5X9XgIv1qtCYtExziNMyXK
✨ Receive all Updates on LinkedIn: https://www.linkedin.com/company/ai-to-go-podcast/

Most AI teams are flying blind - they can show you how many people used their AI, but not whether it actually worked.

In this conversation, host Johannes Deubener sits down with Julien Roux, CRO and co-founder of Nebuly (the “Google Analytics for AI”) to unpack what relevant AI Analytics look like.

They explore why treating AI like traditional software (“build it, ship it, forget it”) is a fundamental mistake, and why AI needs to be managed as a living product: launched, observed, and continuously improved based on how people actually use it. Julien explains how most companies still rely on shallow metrics - logins, number of prompts, session duration - and why those can be dangerously misleading. In conversational AI, more usage can mean more frustration, not more value.

Chapters

00:05 Meet Julien Roux
02:23 From Mechanical Engineering to Finance
05:26 What “AI-Powered" Toothbrushes Mean
08:11 AI "Launch-and-Learn" Explained
10:50 From Investor to AI Founder: Why Julien Bet on AI Analytics
13:03 Executives’ Fantasy vs. Employee Reality in AI
16:57 Rocky Waters: Careers, Juniors, and the Future of Work
21:18 Pareto in Practice: Focus on the 10–15% of AI Use Cases That Drive 80% of Value
24:00 Why Traditional Analytics Fail for AI Assistants
29:21 “Google Analytics for AI”: What Nebuly Actually Measures
32:11 Explicit vs. Implicit Feedback in AI Conversations
36:18 100x More Actionable Feedback: The Iveco Case Study
38:50 Fixing AI Quality: Knowledge Bases, RAG, and the 80% Non-Technical Problems
41:16 Mining Business Signals from Customer-Facing AI (Churn, Upsell, Demand)
47:16 From Black Box to ROI: Turning Time Saved into Dollars
51:43 What CFOs Will Ask AI Teams in 2026
56:00 The Future of AI Analytics, Skills, and Infrastructure

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Don't be shy and come say hi:

Connect with Johannes: https://www.linkedin.com/in/johannesdeubener/

Follow Julien: https://www.linkedin.com/in/julienroux92/

Check out Nebuly: https://www.nebuly.com/

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More about AI To Go:

✨ Watch more Episodes on YouTube: https://www.youtube.com/channel/UCiL3_cC9nmXALQiaqlYs2Kw
✨ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-to-go-podcast/id1866997458

✨ Listen on Spotify: https://open.spotify.com/episode/5X9XgIv1qtCYtExziNMyXK
✨ Receive all Updates on LinkedIn: https://www.linkedin.com/company/ai-to-go-podcast/

In this episode, host Johannes Deubener meets Reddy Mallidi, a Silicon Valley Expert in Enterprise AI and AI Agents. Reddy discusses the significance of aligning AI initiatives with tangible business outcomes, cautioning against the allure of chasing 'shiny objects' without a clear purpose. Reddy also highlights the role of AI agents in transforming business processes, advocating for a strategic approach to selecting AI use cases that deliver quick wins and long-term value.

The conversation delves into the human aspect of AI, where Reddy draws parallels between his aunt's storytelling skills and the need for effective communication in AI. He stresses the importance of building trust between humans and AI agents, ensuring that AI enhances rather than replaces human capabilities. Reddy also addresses the complexities of integrating AI into existing workflows, emphasizing the need for transparency and collaboration to foster a successful human-agent partnership. We conclude with insights on measuring AI success and evaluating the evolving AI vendor landscape.

Chapters

00:00 Introduction to Reddy Malidi and His Journey

05:00 The Story of AI: A Transformative Force

07:59 The Importance of Education and Curiosity

08:03 Skills for the AI Age

11:45 Human Factors in AI Transformation

16:31 Overcoming Fear of AI in the Workplace

21:24 Reddy's Signature Question on AI Adoption

21:42 Introduction to AI Integration

21:57 Identifying Business Problems for AI

24:34 Choosing the Right AI Use Cases

27:02 Understanding AI Agents vs. RPA

31:10 Challenges and Limitations of AI Agents

37:18 Human-AI Collaboration and Oversight

42:27 Measuring AI ROI and Impact

46:52 Evaluating AI Tools and Vendors

54:30 Becoming Superhuman with AI

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Don't be shy and come say hi:

Connect with Johannes: https://www.linkedin.com/in/johannesdeubener/

Follow Reddy: https://www.linkedin.com/in/reddy-mallidi/

Check out his latest book "Leading with AI Agents": https://reddymallidi.com/

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More about AI To Go:

✨ Watch more Episodes on YouTube: https://www.youtube.com/channel/UCiL3_cC9nmXALQiaqlYs2Kw
✨ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-to-go-podcast/id1866997458

✨ Listen on Spotify: https://open.spotify.com/episode/5X9XgIv1qtCYtExziNMyXK
✨ Receive all Updates on LinkedIn: https://www.linkedin.com/company/ai-to-go-podcast/