Asian Dad Energy LIVE Office Hours

Hello World!I'm finally scratching the live-streaming itch and putting my OBS Studio setup through its paces. This is basically a live test run of my cameras, microphones, scenes, overlays, and all the other Techy nonsense I've been tinkering with.While I'm here, let's talk about something a little more serious: Is the AI Bubble about to burst? I'll share my thoughts on the current state of the AI boom, whether we're in an actual bubble, and what I think could plausibly happen next.Come hang out, watch me potentially break my streaming setup in real time, and let's talk about AI, tech, and the future.No promises that everything will work. That's half the fun. 😅Timestamps:00:00 Introduction & Stream Setup Check06:54 The Biosphere & Boogie Worm Ecosystem12:35 Sound Effects & Diagnostics14:00 What is an "Office Hours"?18:15 Storytime: Dealing with Log4Shell in 202125:52 History & Evolution of LLMs29:18 Key Improvements in Modern AI (RL, Tools, Chain of Thought)34:37 Agentic Harnesses & Loop Workflows38:40 Do LLMs Reason? (The Jacobian Conjecture)41:40 Real-World Impact of AI on Software Engineering46:01 The 3 Pillars of AI: Compute, Algorithms, Data49:25 Limits of Silicon Compute & Moore’s Law51:10 Algorithmic Gains vs Compute Scaling56:10 US vs China AI Competition & Sanctions01:12:40 Semiconductor Blockade Workarounds01:17:40 Historical Context of Neural Networks01:23:30 Local AI Models, Quantization & Privacy01:32:40 Data Center Bottlenecks & Memory Supply Chain01:39:00 The AI Financial Bubble & Circular Financing01:42:20 Current AI Limitations & Bubble Risk01:48:40 Audience Q&A01:58:35 Wrap-up & Sign-off Get full access to AsianDadEnergy's Newsletter at asiandadenergy.substack.com/subscribe