This Is How the AI Bubble Could Burst

This Is How the AI Bubble Could Burst

This year, American tech companies will spend $300 billion to $400 billion on artificial intelligence, which is in nominal dollars more than any group of companies have ever spent to do anything. Notably, these companies are not remotely close to earning $400 billion on artificial intelligence. That's why you’re starting to hear some people wonder if the AI build-out is turning into the mother of all economic bubbles. The prospect of an AI bubble should scare us. Roughly half of last quarter's GDP growth came from infrastructure spending on AI, and more than half of stock market appreciation in the last few years has come from companies associated with AI. If the AI spending project blows up in the next few years, as our next guest says it might, the implications for technology, the economy, and politics would be immense. Paul Kedrosky is an investor and writer. Today we talk about the AI capex boom: how it works, who’s financing it, how its financing works. We put the AI build-out in historical context. And then we spend a great deal of time walking through what could go wrong and when it might go wrong. 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

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The Omicron Variant: So, How Bad Is It?

The Omicron Variant: So, How Bad Is It?

Dr. Peter Hotez talks to Derek about what we know about the new COVID-19 variant (a little), what we don't know (a lot), and when we'll know more. Host: Derek Thompson Guests: Dr. Peter Hotez Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Marras 202134min

Buy or Sell Pandemic Trends: Peloton, Movie Theaters, Masks, and More!

Buy or Sell Pandemic Trends: Peloton, Movie Theaters, Masks, and More!

The Atlantic's Amanda Mull joins the podcast to debate Derek about which COVID-19–related cultural trends will thrive or fade in the 2020s. Host: Derek Thompson Guest: Amanda Mull Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Marras 202148min

We Have to Talk About Inflation

We Have to Talk About Inflation

Our first Economic Roundtable discusses rising prices, the Great Resignation, labor shortages, the supply chain mess, Joe Biden’s puking approval numbers, and what the White House can do to turn things around.  Host: Derek Thompson Guests: Michael Batnick and Ben Carlson  Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Marras 202147min

The Future Is Going to Be Weird As Hell

The Future Is Going to Be Weird As Hell

In our first episode, The New York Times’s Kevin Roose joins the show to walk Derek through the metaverse, crypto, NFTs, and the maybe-BS or maybe-brilliant future of technology. Host: Derek Thompson Guest: Kevin Roose Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Marras 202147min

Introducing Plain English with Derek Thompson

Introducing Plain English with Derek Thompson

Longtime Atlantic writer Derek Thompson breaks down your weekly headlines in his new podcast, ‘Plain English.’ From tech to politics to culture, Derek and his expert guests cut through the noise surrounding the news and tackle the big questions that matter to you. ‘Plain English’ launches November 16, with new episodes dropping every Tuesday and Friday. Host: Derek Thompson Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Marras 202138s

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