The Truth About the AI Bubble
The AI Daily Brief: Artificial Intelligence News and Analysis
Intro
Nathaniel opens the episode, frames the AI bubble question, and lists sponsors and listener options.
Is AI in a bubble, or just experiencing one of history’s biggest booms? This episode breaks down Azeem Azhar’s 5-guage framework for evaluating whether AI is bubble territory—or still solidly in growth mode. From trillions in CapEx spending and surging enterprise demand to valuation heat and funding quality, we examine the five gauges that separate hype from reality. The data suggests AI is not yet in bubble territory, but pressure points remain.
Source: https://www.exponentialview.co/p/is-ai-a-bubble
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