The Take Is the AI bubble about to pop?
9 snips
Nov 14, 2025 
Paul Ford, co-founder of Aboard, shares insights on the potential AI bubble. He discusses how a few companies dominate market value, fueling excessive hype. Warning signs like froth and historical tech patterns signal concern. Ford also highlights the implications of cheaper Chinese AI models and Michael Burry's short bet on overheating valuations. Exploring job risks, he relates automation impacts to policy unpreparedness. Ultimately, Ford envisions a future where AI becomes a normalized tool, moving past the current hype.
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Value Concentrated In Few Giants
- A very small set of companies captured enormous market value by releasing radical AI tech.
- That concentration risks stifling future innovation if value stays locked in those few hands.
Hype Inflates, Value Eventually Diffuses
- Tech hype cycles push narratives that missing this moment makes you a fool, inflating valuations.
- Historically, transformative internet technologies tend to diffuse value rather than let a few firms keep it all.
Circular Financing Between AI Players
- Paul describes the circular financing where big players fund startups that then buy their chips, calling it suspicious.
- He likens it to powerful players making sure money stays in the bank vault in the basement.