This episode argues that the AI bubble conversation has become one of the least helpful frames for understanding what actually matters in AI (at least if you're not an investor). It’s a sentiment-driven market narrative shaped by macro pressure, uncertainty, and impossible long-range predictions—none of which tell operators anything about how to use AI or plan for it. The real signals come from adoption patterns, financing structures, and the shifting economic context around AI infrastructure. Plus: headlines on the paused White House EO, insurers excluding AI risk, Google’s compute expansion, OpenAI’s Apple talent drain, and Sierra’s rapid growth.

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