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PodMine

Paul Kudrowski

Matches in: Person
2 episodes
Oct 17, 2025• Plain English with Derek Thompson

Everybody Thinks AI Is a Bubble. What If They’re Wrong?

An in-depth exploration of whether artificial intelligence represents an economic bubble, examining massive infrastructure spending, revenue growth potential, and the possibility that even if AI is a bubble, it could still create valuable technological infrastructure.

52:07
Sep 23, 2025• Plain English with Derek Thompson

This Is How the AI Bubble Could Burst

A deep dive into the potential AI infrastructure bubble, examining how massive tech spending on data centers and GPUs could lead to an economic crash similar to past technological infrastructure booms.

59:26