Interesting Times with Ross Douthat cover image

The Next Economic Bubble Is Here

Interesting Times with Ross Douthat

00:00

Why Big Tech Valuations Reflect Future AI Expectations

Furman explains how Magnificent Seven valuations hinge on expected AI-driven future profits and differentiated business moats.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app