The Daily Is There an A.I. Bubble? And What if It Pops?
527 snips
Nov 20, 2025 
Cade Metz, a technology reporter for The New York Times specializing in AI, delves into the current concerns surrounding the A.I. bubble. He discusses the staggering investments from tech giants like Amazon and Google, driven by both optimism and fear of missing out. Cade contrasts this situation with the dot-com bubble, highlighting potential risks tied to debt financing. He also tackles the uncertainty surrounding the achievement of Artificial General Intelligence and the possible broader implications for industries, including healthcare.
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AI Shows Early Wins Amid Big Promises
- AI is already transformative in specific tasks like transcription and healthcare even if broader promises remain speculative.
- Tech leaders are betting on much bigger future transformations and accept huge upfront costs to chase them.
The AGI Moonshot Drives Risky Bets
- Many in Silicon Valley aim for artificial general intelligence (AGI), a system that can perform all economically valuable human tasks.
- Achieving AGI is currently speculative and nobody knows the exact path to get there.
Decide Early Because Infrastructure Is Slow
- Act now if you fear missing out because data centers take years to build and market positions harden early.
- Make long-term infrastructure bets consciously, knowing they lock in multi‑year commitments.