Is There an A.I. Bubble? A Debate.
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
Right now, AI is the driving force. behind the gains in the U stock market. Beyond US economic growth. It is sucking up so many construction resources it now appears to be crowding out.
Housing. Manufacturing facilities, like basically everything else you might need to build. And the question, even just from a financial perspective, is is this all worth it? Is all of this investment gonna pay off or is AI a bubble?
And one of these companies is going to miss an earnings target. or get downgraded and the whole thing is gonna pop. Taking all of our retirement portfolios with it. So I wanted to have two different perspectives on this. Doctor Paul Kodrowski is a partner at the venture capital firm SK Ventures.
We already have this episode, so unlocking it is cheap and permanent: the full transcript (67 minutes, 13,170 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.
No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.