This episode takes a look at the hype surrounding AI and asks a simple question: Are we in a bubble? Spoiler alert: ABSOLUTELY. To make sense of it, I dig into the history of the dot-com boom and bust, walk through today’s AI financials, and explore what it might mean for companies, investors, and everyday people like you and me.
Main Topics Covered
- Audience Q: ChatGPT vs. Gemini
- What a bubble actually is
- Story of the dot-com bubble
- Today’s AI numbers: OpenAI and Anthropic
- How greed fuels investment
- Oracle’s $300B OpenAI deal and “jumping the shark”
- Neuro-symbolic AI and Gary Marcus
- Who loses when the bubble bursts
- How I used ChatGPT this week: Agent mode for car rentals
Links & Resources for This Episode
Chapters
- (00:00:00) - ChatGPT Curious
- (00:00:38) - Are We In An AI Bubble?
- (00:01:18) - ChatGPT vs. Gemini: Should I Switch?
- (00:04:24) - The AI Bubble Explained
- (00:08:22) - OpenAI is projected to lose $115 billion through 2029
- (00:13:36) - Investment in AI is a Ponzi Scheme
- (00:16:07) - OpenAI Jumps the Shark With Oracle
- (00:18:55) - GPT 5: OpenAI's Best Days Are Behind It
- (00:19:29) - Getting to AGI with OpenAI
- (00:24:23) - We're In A Bubble in AI
- (00:26:43) - How I Use ChatGPT
- (00:29:49) - Thanks for Reading & Review!
