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Are we in an AI Bubble?

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Spencer Hakimian

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30,980 görüntüleme • 10 ay önce •via X (Twitter)

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Are We in an AI Bubble?
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Are We in an AI Bubble?

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Are we in an AI bubble? Has OpenAI won? What’s hot, what’s not in AI? In this episode, Aman Kabeer and I do an early 2024 recap with favorite AI news and trends *YouTube: *Spotify: *Apple Podcasts:
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We can't have an AI bubble if trillion dollar companies are growing profits 30% year-over-year. Haters are on the wrong side of history.
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We can't have an AI bubble if trillion dollar companies are growing profits 30% year-over-year. Haters are on the wrong side of history.

Anthony Pompliano 🌪

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🚨 BREAKING: Former Intel CEO Pat Gelsinger just said we’re in an AI bubble. “Are we in an AI bubble? Of course. That said, I don’t see it ending for several years.” He says risks remain, and new tech is coming—promising 100× better power efficiency: the same AI performance as a 1 GW data center at ~10 MW.
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🚨 BREAKING: Former Intel CEO Pat Gelsinger just said we’re in an AI bubble. “Are we in an AI bubble? Of course. That said, I don’t see it ending for several years.” He says risks remain, and new tech is coming—promising 100× better power efficiency: the same AI performance as a 1 GW data center at ~10 MW.

Ask Perplexity

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There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.
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Brandon Carl

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We are not in a bubble.
8:53

We are not in a bubble.

Fred Krueger

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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.
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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.

Anthony Pompliano 🌪

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WORDS TO PONDER. We are spending a fortune in this country and in other countries toward developing the best AI in the world. Do you know the difference between 'Abstract Synthesis' and 'Concrete Synthesis'? We are in an AI bubble - Are the braniacs creating problems for us in reality with all the DATA CENTERS? Are these centers going to become useless very quickly? IS he right?
5:15

WORDS TO PONDER. We are spending a fortune in this country and in other countries toward developing the best AI in the world. Do you know the difference between 'Abstract Synthesis' and 'Concrete Synthesis'? We are in an AI bubble - Are the braniacs creating problems for us in reality with all the DATA CENTERS? Are these centers going to become useless very quickly? IS he right?

BelannF

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Are we in the wrong bubble 🧐😂
1:16

Are we in the wrong bubble 🧐😂

𝚃𝙷𝙴 𝚆𝙷𝙸𝚃𝙴 𝚁𝙰𝙱𝙱𝙸𝚃

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“A telltale sign of if it’s a bubble would be if all we are talking about are the tech firms." Microsoft CEO Satya Nadella hasn’t often spoken about fears of an AI bubble, but at the World Economic Forum in Davos, he offered a fix to the productivity dilemma.
1:42

“A telltale sign of if it’s a bubble would be if all we are talking about are the tech firms." Microsoft CEO Satya Nadella hasn’t often spoken about fears of an AI bubble, but at the World Economic Forum in Davos, he offered a fix to the productivity dilemma.

FORTUNE

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Databricks CEO Ali Ghodsi says we are at "peak AI bubble": "you get billion-dollar valuations on these startups that have nothing, that's a bubble"
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Databricks CEO Ali Ghodsi says we are at "peak AI bubble": "you get billion-dollar valuations on these startups that have nothing, that's a bubble"

Tsarathustra

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"I don't think we're in an AI bubble," Jensen Huang of Nvidia, $NVDA, has said:
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"I don't think we're in an AI bubble," Jensen Huang of Nvidia, $NVDA, has said:

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I don't think you understand how truly fucked we are... Imagine 2008 but 10x the leverage, + a housing bubble, a commercial real estate bubble, a private lending bubble and a stock market bubble. All at the same time... We are in 1929.
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Financelot

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We hit a gong for every reason Deedy and COATUE says we're not in an AI bubble. All while experimenting with our new face-tracking camera feature.
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TBPN

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We're in the AI bubble now
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🇯🇵 "The Lost Decades" are the period in Japan which occurred after the Bubble Era came to an end in 1990. However, we are all hopeful that Japan will continue to recover.
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🇯🇵 "The Lost Decades" are the period in Japan which occurred after the Bubble Era came to an end in 1990. However, we are all hopeful that Japan will continue to recover.

haruka no yume【はるかのゆめ】

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#WATCH | Delhi: On the #IndiaAIImpactSummit2026, Andhra Pradesh CM N. Chandrababu Naidu says, "We are all very happy. Our Prime Minister is promoting India's AI globally. This is an inspiring time. Everything is happening in India. India will provide global leadership in AI and related industries. "Not just AI, integrated data centres, AI, quantum, you name it. We are very happy. Things are happening positively. We are living in an inspiring time. Everybody has to work in that direction."
0:47

#WATCH | Delhi: On the #IndiaAIImpactSummit2026, Andhra Pradesh CM N. Chandrababu Naidu says, "We are all very happy. Our Prime Minister is promoting India's AI globally. This is an inspiring time. Everything is happening in India. India will provide global leadership in AI and related industries. "Not just AI, integrated data centres, AI, quantum, you name it. We are very happy. Things are happening positively. We are living in an inspiring time. Everybody has to work in that direction."

ANI

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Demis Hassabis says some parts of AI industry are in a bubble, like $50 billion seed rounds aren't sustainable But AI is the most transformative technology ever, so in the fullness of time, the valuations will be justified My job is to make sure we win whether the bubble bursts or keeps inflating
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Demis Hassabis says some parts of AI industry are in a bubble, like $50 billion seed rounds aren't sustainable But AI is the most transformative technology ever, so in the fullness of time, the valuations will be justified My job is to make sure we win whether the bubble bursts or keeps inflating

Haider.

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1:26

BREAKING: Former CEO of Cisco $CSCO who didn't see the dot-com bubble, says he doesn't see an AI bubble "It'll be 5x the speed of the internet with 3x the results. We're not only not in a bubble we're going to see an acceleration" John Chambers currently runs 22 AI companies 😏

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