Why firms still overinvest

In this episode of I’ve Got Questions, I break down whether AI is in a bubble. Headlines insist AI is wildly overhyped and about to pop, while others claim there’s no bubble at all.

What these headlines are missing though, is that the financial cycle and the technological cycle are not the same thing.

A bubble may burst, AND the technology we have right now is already disruptive enough to change society, and we need to be prepared for both.

0:00 – Is AI in a bubble? Why this moment is more nuanced
2:00 – The financial story moving faster than the real technology
3:00 – The investment gap and trillion-dollar infrastructure bets
5:00 – Fragile financing, circular investing, and expectations
6:00 – Why a bubble might pop around data centers or a new breakthrough
9:40 – What history shows about general purpose technologies
12:35 – Why a correction matters for savings and retirement plans
13:55 – Why we still need to learn how to work with AI

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