Is there an AI bubble and what remains?

Kevin and Gavin consider the possibility of an AI funding bubble and which companies or technologies may persist post-bubble.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

AI science advances are FINALLY happening while OpenAI’s Sam Altman & NVIDIA’s Jensen Huang send billions back and forth. If $100 billion is a drop in the well, how much do they need? Plus, ChatGPT is causing divorces, new AI video models Kling 2.5 Turbo & Wan 2.5, Suno drops v5 & Gavin drops the fact that he’s not *loving* Kevin’s mustache. Oh & we’re getting ready for the launch of AndThen, our new start up! Sign up now in the link below.

Get notified when AndThen launches: https://andthen.chat/

Come to our Discord to try our Secret Project: https://discord.gg/muD2TYgC8f

Join our Patreon: https://www.patreon.com/AIForHumansShow

AI For Humans Newsletter: https://aiforhumans.beehiiv.com/

Join our TikTok @aiforhumansshow

To book us for speaking, please visit our website: https://www.aiforhumans.show/

// Show Links //

AI Psychedelics Are Here

https://www.wired.com/story/a-startup-used-ai-to-make-a-psychedelic-without-the-trip/

Nvidia to Invest 100b In OpenAI (a lot of which will be spent on Nvidia chips)

https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html

“A Hundred Billion Is A Small Dent In It” Sam on CNBC