This week’s topic: Are we in an AI bubble? Sam Altman himself recently said yes—and called today’s startup valuations “insane.” Meanwhile, ChatGPT faced a user rebellion, and massive infrastructure investments are being announced at a scale that rivals entire industries. So what’s really happening? Are we watching history repeat itself with another dot-com-style bubble, or are we in the middle of something much bigger and more durable.
In this episode of In The Loop, I break down Altman’s comments, explore the narratives driving the AI bubble thesis, and examine the data that both supports and challenges it. We’ll look at margins, adoption metrics, and infrastructure spending to separate hype from reality—and I’ll share why I think the truth might be more nuanced than the “bubble” label suggests.
⏭️ Episode Highlights
(00:40) – Sam Altman’s view on the AI bubble
(05:50) — Reasons why people compare AI to the dot-com bubble
(06:30) – Why I don’t think AI isin a bubble: user demand, pricing structure, and enterprise integration
(11:55)-- Conclusion: two likely scenarios
🔗 Links & Resources
Episode transcript with more resources on the Mindset AI blog
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Jack Houghton
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