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 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.