The AI Bubble

I sat down with Paul Kedrosky - investor, researcher and one of the smartest voices out there on the economics of AI and the risks of a bubble.

Here are a few of the questions we talked about:

• What is a bubble?

• Is AI a bubble?

• How does it compare to past bubbles?

• What would cause the bubble to burst?

• Why should the average person care?

• Will we see a bull market in laser tag in all the abandoned data centres?

• What needs to be true for AI to NOT be a bubble?

More info about Paul

Paul Kedrosky is an investor, writer, and researcher. He has been a regular on-air contributor at CNBC and Bloomberg, and has written for the New York Times, the Wall Street Journal, and publications around the world.

Paul started as an engineer, became a quota-carrying salesperson, then a technology equity analyst on Wall Street, and eventually a venture capitalist. He has started companies, held academic positions in the U.S. and Canada, has a popular newsletter, and is a research fellow at MIT’s Institute for the Digital Economy. His Ph. D. research focused on risk, adoption, and path dependence in finance and technology.