Is the AI bubble a $57B lie? Nvidia’s record earnings, Gemini 3, and OpenAI’s $15M/day burn reveal the truth behind the AI investment bubble.
This week, Hunter & Daniel tear into the AI bubble narrative with Nvidia’s insane $57B quarter, Google’s Gemini 3 leap, and OpenAI lighting money on fire at a rate that violates several financial and possibly geological laws. Is this a bubble… or the beginning of the AI takeover runway?
Nvidia can’t make H100s fast enough, small towns are fighting over new data centers, and Gemini 3 is suddenly everyone’s favorite coding partner. Meanwhile, OpenAI is losing $15 million per day, Groq is out there drop-kicking benchmarks, and Google’s making money hand over fist while calling the whole thing “irrational.”
Somewhere between Funko Pops, space-based data centers, and a chrome-blood sunrise… the truth emerges.
Stay to the end for the world premiere of our official country song: They Might Be Self-Aware. Yes, it’s real. Yes, it slaps.
⏱️ CHAPTERS
00:00 *The $57B AI Bubble Lie* – Nvidia’s monster quarter & why the bubble isn’t popping 03:12 *The Data Center Frenzy* – Funko Pop economics, GPU saturation & the crash debate 07:48 *Compute Wars Begin* – Groq vs Nvidia, TPU power plays & the race for AI hardware 12:44 *Gemini 3 vs GPT-5* – Coding performance, benchmarks & real-world workflow upgrades 17:56 *OpenAI’s $15M/day Burn* – Profitability fears, enterprise shifts & who survives the AI revolution 31:14 *Country Song Premiere* – The debut of “They Might Be Self-Aware”⚡ Listen now & get self-aware before your tools do.
🎧 Listen on Spotify: https://open.spotify.com/show/3EcvzkWDRFwnmIXoh7S4Mb?si=3d0f8920382649cc
🍎 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/they-might-be-self-aware/id1730993297
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Where are we in the AI timeline?
Beginning, middle, or “Hunter wants space-based data centers so send help.” 🚀🛰️
Drop your answer in the comments.
🧠 They Might Be Self-Aware — but are we?