"Yes, AI Is a Bubble. There Is No Question."

"Yes, AI Is a Bubble. There Is No Question."

The AI buildout continues to break records, as the hyperscalers pour hundreds of billions of dollars into chips and data centers, even as investors punish their stock prices. But the revenue side of the ledger is showing signs of takeoff. In the last few weeks, OpenAI and Anthropic have added billions of dollars of cash, on their way to becoming two of the fastest growing companies in history. Last year, Derek was convinced that AI was on its way to being one of the biggest bubbles in modern capitalism’s history. But the torpid rise of AI agents is starting to change his mind. So he wanted to bring someone on to test his evolving theory. The investor and writer Paul Kedrosky returns to the show to make his own case even more firmly: AI is a bubble, and the evidence is all around us. Subscribe to our YouTube channel here: https://www.youtube.com/@PlainEnglishwithDerekThompson If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guest: Paul Kedrosky Producer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(360)

The Pill That Works Even When You Know It's Fake

The Pill That Works Even When You Know It's Fake

Why do placebo effects work, even when patients know that they're taking a sugar pill? How do "nocebo" effects work, and why do some people hold onto beliefs that they suspect might bring them pain an...

13 Maalis 1h 11min

The Economic Crisis of the Iran War Goes Far Beyond Oil

The Economic Crisis of the Iran War Goes Far Beyond Oil

The Strait of Hormuz is the tiny bottleneck that could destabilize the global economy. As a critical passageway for crude oil, natural gas, and critical inputs for fertilizer, computer chips, and plas...

10 Maalis 55min

"American Democracy as We Know It Might Not Survive This Technology"

"American Democracy as We Know It Might Not Survive This Technology"

What happens when the two biggest stories in the world—the Trump White House and the development of advanced artificial intelligence—collide? Well, nothing good, apparently. When contract negotiations...

9 Maalis 1h 4min

Trump Is Doubling Down on Iran. How Should Democrats Respond?

Trump Is Doubling Down on Iran. How Should Democrats Respond?

Donald Trump’s polling has continued to edge down week after week. And yet approval of the Democratic Party is still stuck near its all-time low, according to Gallup and other surveys. One interpreta...

6 Maalis 42min

The Four Ways That the Iran War Could End

The Four Ways That the Iran War Could End

Dramatic regime change. Moderate regime evolution. A calamitous regional conflict. Or … no change at all. Today we consider how the Iran conflict might evolve following the killing of Supreme Leader K...

3 Maalis 55min

How Metrics Make Us Miserable

How Metrics Make Us Miserable

The modern world swims in numbers: work metrics, fitness metrics, health metrics, social media metrics. Sometimes the quantification of life can make things better. But very often, I think they force ...

27 Helmi 1h 3min

The Future of GLP-1 Drugs and AI Medicine, With Eli Lilly CEO David Ricks

The Future of GLP-1 Drugs and AI Medicine, With Eli Lilly CEO David Ricks

The GLP-1 drug revolution has taken the medicine world by storm. I’ve done several episodes on the science of GLP-1s. But we’ve never done an episode like this before, where we talk to one of the most...

24 Helmi 1h 7min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
ootsa-kuullut-tasta-2
politiikan-puskaradio
rss-ootsa-kuullut-tasta
tervo-halme
rss-vaalirankkurit-podcast
viisupodi
rss-podme-livebox
et-sa-noin-voi-sanoo-esittaa
otetaan-yhdet
rss-asiastudio
linda-maria
the-ulkopolitist
rss-raha-talous-ja-politiikka
rss-girls-finish-f1rst
rikosmyytit
rss-kaikki-uusiksi
io-techin-tekniikkapodcast
rss-vain-talouselamaa