Also on Apple Podcasts and Spotify
Last week, we published Is AI a Bubble?, an essay setting out a clear framework for assessing AI’s $10 trillion question.
The response to the essay was so strong that we distilled it into a short video and podcast for you – a quick guide to the framework and what it reveals about whether AI is a boom or a bubble.
What you’ll learn:
The framework: Our five gauges benchmark AI’s trajectory against past bubbles, from railways to dot-coms.
Historical parallels and differences: What happens when AI’s capital build has the heft of the railways, but its assets burn out like dot-com servers rather than steel tracks?
Investor implications: How to spot the signals that mark the shift from boom to bubble.
Strategic takeaway: Why today’s AI cycle still qualifies as a boom.
🧭 Dive into the full framework in our original analysis.
Thanks for all your questions and feedback. More to come soon.
