AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
12min chapter
The AI Bubble & What Comes Next… (Guest: Jesse Felder)
The Market Huddle
Navigating the AI Capital Expenditure Cycle
This chapter explores the current state of AI capital spending, highlighting the gap between hype and reality in AI implementation. It draws parallels with the internet bubble, discussing the implications of unsustainable business models and the impact of market dynamics on companies like Nvidia.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode