Masters of Scale Andrew Ross Sorkin: How to make sense of today’s market
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Oct 23, 2025 
Andrew Ross Sorkin, a renowned journalist and author for The New York Times, dives into the intricacies of today's market dynamics. He argues we may be in an AI bubble, drawing parallels to the 1929 crash from his new book. Sorkin explains how leverage and speculation have historically fueled market booms and busts. He stresses the need for balancing innovation with regulation in light of government interventions. Ultimately, he highlights how crises can spark innovation and urges a cautious yet optimistic approach to recovery.
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'Throw It As Hard As You Can' Moment
- Backstage, a billionaire told Sorkin, 'throw it as hard as you can' to push honest questioning.
- Sorkin learned challenging questions serve the audience and truth, not performance comfort.
Current Market Is Likely In A Bubble
- Andrew Ross Sorkin argues we are directionally in a market bubble now driven by AI enthusiasm.
- He predicts a significant hiccup is likely though its exact shape is uncertain.
Tech Booms Plus Credit Create Fragility
- The 1920s boom mirrored today's tech surge with a hot sector (radio then, AI now) and new consumer credit.
- Easy leverage amplified gains and set up the crash when sentiment flipped.
