If You're Listening Is the AI bubble too big to burst?
16 snips
Oct 29, 2025 The podcast dives into the skyrocketing salaries in the AI industry, spotlighting staggering pay packages and talent poaching among giants like Meta and OpenAI. It raises a compelling question: Is the current AI investment bubble heading for a crash similar to the dot-com disaster? With comparisons drawn between the two eras, the discussion probes investor psychology and the sustainability of burgeoning AI businesses. Lastly, it tackles concerns about whether today's AI infrastructure will hold value in the long run.
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TBPN And The AI Talent Theatre
- TBPN became the centre of AI talent deals where hires and poachings are announced and celebrated.
- Matt Bevan describes hires receiving packages up to $300 million and Zuckerberg paying a 24-year-old $250 million to join Meta.
Spending Surges Mirror Bubble Signals
- Tech firms are spending massively on AI infrastructure and hiring while profits lag behind investment.
- Rapid rises in firms like NVIDIA and Meta mirror bubble dynamics reminiscent of the dot-com era.
Dot‑Com Windfalls And Fragile Valuations
- Greg McLemore sold toys.com for eToys stock and watched its IPO skyrocket, instantly making his stake worth millions.
- The episode illustrates how dot-com valuations detached from fundamentals created windfalls and later collapses.
