Is AI a Bubble That's About to Pop?
Published on 8 December 2025, this episode explores the question of whether artificial intelligence represents a bubble that may soon burst.
The discussion highlights that seven major tech companies—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—collectively account for about one-third of the S&P 500's value and have substantial investments in AI.
It is noted that AI's economic footprint is unusually concentrated, with more of the economy dependent on a single technology than ever before.
Despite trillions of dollars invested in AI, there is currently no proven, sustainable method for AI to generate profits.
The conversation considers the potential consequences if investor confidence diminishes and funding for AI dries up, potentially leading to a market downturn.
