Taylor Lorenz’s Power User

[SUBSTACK/PATREON PREVIEW] The Brutal Truth Behind The AI Bubble w/ Garrison Lovely

September 28, 2026·8 min
Episode Description from the Publisher

To listen to the full episode and get access to more bonus episodes, an ad-free listening experience, and my weekly newsletter, subscribe to my Patreon or Substack 👇🏻Buy a paid subscription to my newsletter at ⁠https://www.usermag.co⁠         Support my work on Patreon: ⁠http://patreon.com/taylorlorenz⁠ Is AI really a massive bubble waiting to burst, or are we underestimating how durable the AI boom actually is?For this months Power User bonus episode, Journalist Garrison Lovely, author of the new book Obsolete: The AI Industry’s Trillion-Dollar Race to Replace Us, (out this week!!) joins me to break down the case for and against the AI bubble.We dig into the staggering amount of money flowing into artificial intelligence, Nvidia’s central role in the AI economy, OpenAI and Anthropic’s business models, the economics of running large language models, massive data center spending, Chinese open-weight models like DeepSeek and Kimi, and whether AI companies can ever justify their enormous valuations.Garrison argues that believing the entire industry will eventually collapse can be a comforting story, but it risks distracting us from the very real effects AI is already having on jobs, wealth, surveillance, privacy, war, and power.

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Taylor Lorenz’s Power User and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.