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19 results for “ai bubble”
Concept14 mentions across episodes
AI bubble
Concept13 mentions across episodes
bubble
“AI bubble or boom? The fundamentals look surprisingly different this time”
...to previous bubbles. The investment is financed primarily by historically profitable companies, like, very profitable companies that I had talked about. Debt has started to enter the picture. Cycle ti
28:12 / 28:43
market insight28:12 – 28:43
...bubble, I predict that the question about AI bubble is going to come up in at least 50% of the interviews because that is a looming question that I think a lot of people have, a, opinions on, and some are correct. Well, we should say I mean, obviousl
6:28 / 7:53
from transcript6:28 – 7:53
...or some bubbly parts of AI sort of inevitable? I mean, in any tech cycle, there's over investment and some big bets that don't pay off, or is bubble like a word that's too loaded and you would describe it a different way? Good use of the term bubble
12:02 / 13:02
from transcript12:02 – 13:02
...bubble, that would be dollar negative. Right? So you there are structures that allow you cheap edges if you're willing to bet on S and P lower and at the same time dollar weaker. Right? So that might work. What we have actually recommended is to do s
32:51 / 34:17
from transcript32:51 – 34:17
...And I think it's really helpful to compare and contrast today to the year 2000. First, I think Cisco peaked at a 150 or a 180 times trailing earnings, NVIDIA's at more like 40 times. So valuations are very different. Most important, however,
2:59 / 4:06
from transcript2:59 – 4:06
...in a sense that we're not spending huge amounts of capital on what we are doing. Yeah. We're just trying to get actual economic value inside of this organization. So I I don't think it's binary, but there is a bubble. I mean, there are startups with
38:14 / 39:19
from transcript38:14 – 39:19
...bubble was defined by something called dark fiber. At the peak, 97% of the fiber that had been laid was dark. Contrast that with today. There are no dark GPUs. Every major technology cycle raises the same question. Is it real or are we in a bubble? T
0:01 / 0:59
from transcript0:01 – 0:59
“Silicon Valley lives in an AI bubble while the real world hasn't caught up”
...Software engineering is a bubble. Most people, in the world, most people in The US are not software engineers, are not very AI pilled, are not following every single model release. And so, and so we'r
38:49 / 39:25
market insight38:49 – 39:25
...a bubble is. I find that look. I mean, obviously, there are aspects of bubbles that are very sentiment driven, and I think pop culture driven, just how much people talk about x or y, and these are useful things to discuss. But it's also nice to think
44:03 / 45:17
from transcript44:03 – 45:17
“AI bubble or real demand? The Internet comparison that changes everything”
...pyramid scheme bubble thing where, like, as long as you mark to market on, like, the notional value of, like, these deals find, but, like, once it starts to chip away, it really Well, no. Just like if
4:53 / 5:17
market insight4:53 – 5:17
...bubble. Right? One, that AI is not transformative as we had hoped. The other is that all this money is pouring into its future, these data centers and energy and chips. And it's it can't possibly
12:00 / 13:04
from transcript12:00 – 13:04
A bubble is a temporary mania in which people are so agog at things that they throw over all discipline, all caution. And I just don't it just doesn't feel to me like we're there. We're high priced. I say lofty but not nutty. And the bubbles I've see
29:54 / 31:03
from transcript29:54 – 31:03
...is a psychological phenomenon, as much as anything, and in order to get to a bubble, everybody has to believe it's not a bubble. That that's sort of the the the core mechanic of it, and they, you know, we call that capitulation. Everybody just gives
20:53 / 22:01
from transcript20:53 – 22:01
...how big the bubble could be today if you believe there is one. Yeah. So couple of things. These economists have predicted 11 of the last seven recessions and corrections, so they are extremely good at this. This Week in Startups is brought to you by
0:00 / 1:05
from transcript0:00 – 1:05
...bubble, you are doing a reality distortion field, and that means you are deviating from reality. And if you go too far from reality
2:39:45 / 2:40:50
from transcript2:39:45 – 2:40:50
...bubble. The question is just how much, when it will pop, and what the damage will be. You shared a New York Times op ed with us that was titled warning, our stock market is looking like a bubble written by Jared Bernstein and Ryan Cummings, two econo
0:40 / 1:59
from transcript0:40 – 1:59
...bubbles, or or nine of the last two crashes. And so it it is extremely common. It's a difficult question because it's extremely common for people to call a bubble.
4:22 / 5:31
from transcript4:22 – 5:31
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