World Business Report AI bubble rattles global markets
Nov 18, 2025
Sundar Pichai, the CEO of Alphabet/Google, explores the dual nature of AI—a source of opportunity and a potential investment bubble. He emphasizes the need for workers to embrace AI tools, while also discussing its effects on core professions. Joining the conversation, Tamsin Dizi Weinstein highlights the rise of automation in entry-level jobs, revealing how task replacement is underway. Nobel laureate Daron Acemoglu provides insight into the economic implications of generative AI, warning against overinvestment and stressing the importance of 'machine usefulness'.
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AI Hype Has Rational Roots And Irrational Overshoot
- Sundar Pichai says current AI excitement is both rational and contains irrational overshoot.
- He warns companies, including Google, can overinvest and must work through correction phases.
Learn To Use AI To Stay Competitive
- Sundar Pichai urges the next generation to learn and adopt AI tools in their professions.
- He says professionals who use AI will perform better across fields like teaching and medicine.
Agentic AI Could Reshape Every Domain
- Conor Leahy predicts AI could soon outperform humans across many domains if advances continue.
- He warns such agentic systems would transform business, politics, science, and more within years to a decade.