Marketing School - Digital Marketing and Online Marketing Tips Is AI in a Bubble Right Now?
Oct 7, 2025
Is the AI market in a bubble? The hosts debate market valuations and pivotal players like Nvidia. They explore the difference between hype-driven startups and those with real staying power. Discussions cover the impact of Reddit on AI training data and the challenges marketers face with attribution. As the dynamics of SEO shift, tracking ROI becomes increasingly tricky. Dive into the complexities of angel investing and the role of proper revenue recognition amidst claims of round-tripping.
AI Snips
Chapters
Transcript
Episode notes
Shovels, Not Fads
- Eric frames Nvidia and similar firms as the "shovels" of the AI gold rush with enduring demand.
- He warns many AI startups are fluff while infrastructure players will keep generating revenue.
Losing To Google's Free Product
- Eric recounts evaluating a video AI company doing eight-figure revenue but losing to Google's superior, free product.
- He used the example to show why some high-valued AI startups may not have durable defensibility.
Lower Cost Of Intelligence Drives Use
- Neil argues AI isn't a bubble because cheaper intelligence increases usage and drives productivity gains.
- He cites job cuts and rising token use as evidence companies extract real value from AI now.