Navigating the AI Bubble and Historical Tech Patterns

Big Tech’s spending on AI infrastructure, like data centers, is so enormous that it’s reshaping the U.S. economy on a scale likened to the building of the railroads. AI is also now at the center of geopolitical conflicts, as President Trump strikes a deal with Nvidia allowing it to sell its chips to China, upending longstanding national security policy. And yet, the much-hyped launch of OpenAI’s ChatGPT-5 has left many users underwhelmed. We take stock of the way the AI industry is reshaping our world.

Guests:

Zoë Schiffer, oversees coverage of business and Silicon Valley at WIRED

Mat Honan, editor in chief, MIT Technology Review

Brian Merchant, tech journalist, writes the "Blood in the Machine" newsletter

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