Lily Jamali

Lily Jamali, a BBC technology reporter, and Paul Kedrosky, a partner at SK Ventures, dive deep into the dynamics at play in the AI industry. Lily explains how the rapid escalation of AI investments creates a bubble, fueled by hype and massive valuations. She highlights concerns about market concentration and the potential for significant financial losses if it bursts. Paul adds a layer, discussing excessive capital spending on infrastructure that raises systemic risks. Together, they explore AI's impact on the economy and the long-term ramifications of an eventual bubble burst.

Lily Jamali, North America's technology correspondent, dives into the meteoric rise of DeepSeek, China's groundbreaking AI chatbot, and its implications for the tech landscape. The discussion touches on potential AI doomsday scenarios and the urgent need for safeguards in AI development. Jamali also explores innovations in automotive technology, focusing on how software is revolutionizing vehicles, including the shift to electric and sustainable solutions. The podcast offers a gripping look at the intersection of AI advancements, privacy concerns, and the future of driving.

Lily Jamali, a North America technology correspondent for the BBC, dives into TikTok's deal to transition its US operations to American investors to address national security concerns. Nomiya Iqbal reveals the political motivations behind the latest release of Epstein-related photos. Anastasia Kribonova shares poignant stories of Ukrainian war widows struggling with loss. Ambarasan Etta Rajan reports on the violent protests in Bangladesh following the death of a student leader, reflecting the ongoing tensions in the region.

Lily Jamali, a BBC technology correspondent based in San Francisco, joins John Danielson, a finance professor at the London School of Economics, and Dan Ives, managing director at Wedbush Securities. They dive into whether the current AI surge is a bubble or the onset of a new industrial revolution. Jamali highlights massive investments and warns many companies aren't yet monetizing AI. Danielson draws parallels with the dot-com bubble, while Ives maintains that heavy tech spending signals a transformative era. The debate tackles demand, investment strategies, and future profitability.

Zoe Kleinman, BBC Technology Editor, and Lily Jamali, Silicon Valley correspondent, dive into the future of tech. They explore whether the AI investment boom is sustainable and the environmental impact of AI data centers. Predictions fly about mainstream gadgets by 2026, including robots and AR glasses. Lily discusses geopolitical tech dynamics, the rise of open-source models in the US-China tensions, and how big tech is shifting to content. Additionally, they highlight NVIDIA's Jensen Huang's role as a tech diplomat amid chip industry challenges.