Is There an A.I. Bubble? And What if It Pops?
The episode examines the growing concern that the AI investment boom may be a speculative bubble, yet tech giants continue spending billions—driven by the belief in a transformative future powered by artificial general intelligence. Despite risks of economic fallout, Silicon Valley remain
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Cade Metz
narrative on The Daily
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from The Daily
Is China Winning the A.I. Race?
Hollywood’s A.I. Moment
Can A.I. Already Do Your Job?
The Courtroom Showdown Between Elon Musk and Sam Altman
When A.I. Comes to Town: The Backlash Over Data Centers
Anthropic vs. the Pentagon: Inside the Battle Over A.I. Warfare
Similar episodes
Other shows covering related topics.
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Odd Lots
The Enshittifinancial Crisis: Part Two
Better Offline
AI at CES is Not Just Cheesy Gadgets Anymore
The AI Daily Brief: Artificial Intelligence News and Analysis
Is AI Doom Going Out of Style?
The AI Daily Brief: Artificial Intelligence News and Analysis
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg
Jerry Neumann on the Problem With Investing in AI Right Now
Odd Lots
Get summaries like this every morning.
Free AI-powered recaps of The Daily and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.