No Priors AI AI Bubble Warning Signs Explained
Nov 25, 2025
The discussion revolves around ten vital indicators of the AI boom potentially becoming a bubble. From massive capital influx and NVIDIA's mixed signals to circular investments among tech giants, the podcast highlights a landscape of uncertainty. Concerns about energy demands and infrastructure constraints add layers to the analysis. There's a tug-of-war between viewing AI as a transformative force or speculative overreach, with insights into why this wave is both monumental and precarious. Key metrics to watch are suggested as predictors of future trends.
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Capital Pileup Masks Real Limits
- The AI surge is a massive capital pileup that some call brilliance and others call panic.
- NVIDIA's record sales reveal real demand but also early physical limits like power and supply bottlenecks.
Three-Party Circular Deals
- Anthropic, Microsoft, and NVIDIA made circular deals where investment and purchases feed each other.
- The host likens it to three friends buying each other's lunch with the same $20 bill.
AI Is Becoming An Energy Story
- AI commitments are creating enormous electricity demand, like Anthropic's one-gigawatt pledge.
- This ties AI growth to regional energy infrastructure rather than pure software scaling.