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14min chapter
Is the AI bubble about to pop?
The Big Story
The AI Investment Dilemma
This chapter critiques the motivations behind major tech companies' significant investments in AI, attributing them to a shortage of innovative ideas and the influence of management consultants who may lack true technological understanding. It raises concerns about the productivity of these investments, referencing a Goldman Sachs report, and highlights unrealistic expectations surrounding generative AI. The discussion emphasizes the precarious state of the tech economy, speculating on the instability in the AI industry and the potential fallout for companies if their ambitious promises are not met.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode