Marketplace All-in-One Will AI bubble fears persist?
Nov 20, 2025
Katie Watson, a reporter based in Sydney, discusses Meta's decision to enforce a social media ban on teenagers under 16, highlighting its implications for youth connectivity. Guy Delaunay, covering Serbia's energy crisis, sheds light on how US sanctions and uncertainty regarding Russian gas are impacting the country's fuel supply. The pair dives into concerns over the AI stock bubble, drawing parallels to past market crashes and examining the uncertain profitability of massive AI investments.
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Episode notes
New Tech Often Breeds Overhype
- New technologies attract intense hype and investment that often exceeds proven economic returns.
- John Danielson warns today's AI craze mirrors past tech bubbles where a few firms later dominated the market.
Dot‑Com Bust As Historical Parallel
- The dot-com crash of March 2000 wiped trillions from tech indexes over two years.
- The episode recalls how investor faith evaporated and many first-generation internet firms collapsed.
Big Spending, Few Early Profits
- Massive AI spending is happening now with huge infrastructure like data centres being built.
- Yet estimates suggest 95% of companies deploying AI aren't yet seeing profits.