Daily Tech News Show Bubble Talk, Gemini Rising, and RAM? In This Economy? - DTNS November in Review
Nov 29, 2025
The show dives into the tech buzz of November, exploring whether there's an AI bubble and the potential corrections that might follow. Gemini 3 Pro's analysis of AI's economic impact and product launches is scrutinized for accuracy. RAM prices surge due to high demand and supply chain issues, prompting practical advice for upgrades. The intense competition among AI models and the hardware race involving Google and NVIDIA is thoroughly debated. Additionally, overlooked stories about Google and Waymo add depth to the tech landscape.
AI Snips
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Transcript
Episode notes
LLMs Can Summarize But Misplace Time
- Gemini 3 (Gemini) framed many November stories but mixed timelines and themes into one narrative.
- Jason and Tom found the LLM's month-summary useful but imprecise about which events actually occurred in November.
AI Frenzy Feels Like A Correctable Bubble
- The hosts see an AI-driven market surge as likely a bubble or at least an overheat that may correct.
- They expect a correction rather than a catastrophic collapse, and winners will be firms that build durable value.
Circular Funding Isn’t Always A Ponzi
- Circular investment (e.g., chipmakers funding startups that buy their chips) isn't inherently problematic.
- The real risk is if startups only survive on that investment without building independent revenue streams.