AI Bubble Debate and Industry Risks

Jason Howell and Jeff Jarvis explore Google’s Gemini 3 multimodal AI with visual and interactive features, Microsoft’s AI Copilot launch across Windows, and Jeff Bezos’s new well-funded AI startup Project Prometheus focused on engineering and manufacturing.

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CHAPTERS:

00:00 - Podcast begins 01:55 - Do LLM's understand? AI Pioneer Yann Le Cun spars with DeepMind's Adam Brown 20:45 - A new era of intelligence with Gemini 3 34:25 - Microsoft is packing more AI into Windows, ready or not - here's what's new 37:59 - Inside Microsoft Agent 365: How AI Workers Will Be Secured, Identified, and Governed 42:24 - At a major AI conference, one startup got voted most likely to flop 44:48 - Hugging Face CEO says we’re in an ‘LLM bubble,’ not an AI bubble 46:07 - Google boss warns 'no company is going to be immune' if AI bubble bursts 49:02 - Google unveils agentic tools to help advertisers

- So does Amazon 49:23 - And Meta introduces a foundation model for advertisers 53:17 - DeepMind releases WeatherNext2 56:05 - OpenAI introduces group chats with ChatGPT 58:28 - Microsoft’s new Anthropic partnership brings Claude AI models to Azure 59:26 - Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China 1:00:42 - Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive

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