Do you really know? Could the AI bubble burst sooner than expected?
Oct 29, 2025
Is the AI sector facing a speculative bubble? Explore the nature of bubbles as overvalued assets leading to inevitable crashes. The conversation dives into historical parallels with the 1990s dot-com bubble, highlighting investor risks. Experts voice concerns from the ECB, while optimistic views from OpenAI suggest stark contrasts. The podcast succinctly unpacks these dynamics and asks whether the enthusiasm surrounding AI might be premature.
AI Snips
Chapters
Transcript
Episode notes
AI Shows Signs Of A Speculative Bubble
- The podcast argues AI shows signs of a speculative bubble driven by investor enthusiasm and high valuations.
- Historical parallels like the dot-com crash warn that prices can collapse when expectations outstrip real profits.
Assess Fundamentals Before Investing
- Recognize that bubbles form when enthusiasm pushes prices beyond fundamental value.
- Prepare for risk by scrutinizing profitability and avoiding herd-driven investments.
Dot‑Com Bubble Comparison
- The episode compares today's AI excitement to the dot-com bubble of the late 1990s and early 2000s.
- The NASDAQ then lost 77% of its value within two years after investor confidence collapsed.