Is the "AI Bubble" real? We analyze "The Big Short" investor Michael Burry’s bet against the industry. Mike and Paul also break down MIT’s "Project Iceberg," which suggests 11.7% of the workforce is already exposed to replacement, and a new McKinsey report on the 7x growth in demand for AI fluency. Plus, Claude Opus 4.5, Artificial Superintelligence, political divides over AI, and more in our rapid-fire section.
Show Notes: Access the show notes and show links here
Click here to take this week's AI Pulse.
Timestamps:
00:00:00 — Intro
00:04:19 — AI Pulse
00:08:04 — MIT Study: AI Can Already Replace 11.7% of US Workforce
00:23:55 — Is There an AI Bubble?
00:33:24 — Political Divides Over AI Are Getting Worse
00:40:27 — ChatGPT Turns 3
00:46:59 — Claude Opus 4.5
00:49:19 — ChatGPT Shopping Research
00:52:30 — Google Encroaches on Nvidia’s Chip Dominance
00:55:58 — Suno Embraces Training on Licensed Music
00:58:48 — Insurers Retreat from Covering AI Risks
01:02:21 — Dwarkesh Podcast with Ilya Sutskever
01:08:41 — “AI 2027” Revises Forecasts to 2030
01:12:26 — The Thinking Game and AlphaFold
01:18:38 — DeepSeek V3.2
01:20:27 — Runway Gen-4.5
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