Here's How The AI Bubble Bursts — With Paul Kedrosky

If we are in an AI bubble, what could an unraveling look like? Let's talk about it with investor and analyst Paul Kadrawsky right after this. This episode is brought to you by Genesis. If you're following where Enterprise AI is actually going and want to get deeper than the headlines, you're going to want to check out Genesis Experience 2026 this September. With two full days of free life keynotes streaming from Las Vegas on September 2nd and 3rd, you'll learn about Agentic Orchestration, the new operating model for customer experience, and real stories from organizations already deploying AI at scale. And I'll be there, filming interviews for our YouTube channel. Experience 2026 is where enterprise leaders learn how to turn customer experience into growth. And you can watch it all live. Register free.

at genesis.com slash experience slash broadcast. Welcome to Big Technology Podcast, a show for Coolheaded and Nuanced Conversation of the Tech World and Beyond. We have a great show for you today. We are gonna tackle what I think is the strongest argument that all this AI investment. is going to lead to well a collapse because Our guest today, Paul Kadrowski, thinks that we are in the midst of an AI bubble. He's been making the case. far and wide and has not backed off despite the fact that this technology has gotten much better over time.

And so this will be a really fun discussion to ask, basically, even if everything goes right. Are their economics on the downside gonna be so bad? that it will still fall apart. So Paul, it's great to have you on the show. Welcome. Sure, great to be here. All right, let's just start with the spending and the return necessary to make that investment pay off.

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