

IM 840: Pudding Forks - Industrial Bubble or Tech Boom?
Oct 9, 2025
California is cracking down on loud streaming ads, leaving the hosts to discuss the evolution of commercial audio. OpenAI's growth is evident as ChatGPT hits 800 million weekly users amidst debates on AI job displacement. Deloitte faces backlash over AI-generated errors, while concerns about AI's impact on creative careers rise, with creators like MrBeast voicing fears. The hosts explore the quirky rise of older tech trends among youth and a bizarre viral pudding phenomenon in Germany, adding a dash of humor to the serious tech talk.
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Personal Likeness Tools Lower Deepfake Barriers
- Sora and similar video tools make believable personal likenesses and voices quickly, widening deepfake risks.
- Notifications exist but users lack granular control to remove others' generated cameos reliably.
Scale Brings Unsustainable Token Costs
- OpenAI's scale and user growth create massive operating costs and token pricing dilemmas.
- Companies will need multiple revenue paths beyond venture funding to sustain heavy AI usage.
Industrial Bubble Can Create Lasting Infrastructure
- Jeff Bezos calls the current phase an "industrial bubble" where investment funds infrastructure even if many startups fail.
- That can still produce lasting public goods like railroads, dark fiber, and data centers that outlive the hype.