I've Got Questions with Sinead Bovell The AI Bubble Debate: What’s Really Going On
Nov 20, 2025
Is AI really in a bubble? The discussion reveals a complex landscape where financial and technological cycles don’t align. Investment gaps and big spending on infrastructure raise concerns, while circular investing complicates the picture. A potential trigger for a market correction could be found in data centers or new breakthroughs. Historical patterns suggest that AI may follow a trajectory like that of electricity and the internet. Working with AI skills is crucial now, as the tech is already reshaping society.
AI Snips
Chapters
Transcript
Episode notes
Financial And Tech Cycles Diverge
- The financial cycle and the technological cycle move at different speeds and are driven by different forces.
- AI can be in a financial bubble while its long-term technological impact continues to grow.
When Expectations Outrun Reality
- A bubble forms when money and expectations outrun what the technology can deliver today.
- Small shifts in belief can trigger large market corrections when expectations are inflated.
Investment Gap And Fragile Financing
- There's a large investment gap: huge infrastructure bets far exceed current AI revenue and adoption.
- Fragile financing and circular investment loops increase systemic risk across the AI stack.