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

Two weeks ago, in one of our most popular podcasts of the year, the investor and author Paul Kedrosky explained why he thinks AI is a bubble. In the last few days, practically everybody seems to agree.
I hate this. I don’t like feeling like my position is the same position as everybody else’s. Conventional wisdoms are often more conventional than wise, and I’ve started to wonder: Is there a bubble of people calling AI a bubble?
Today’s guest says yes. Azeem Azhar is an investor and the author of the blog Exponential View. Like Paul, Azeem is a fantastic explainer and storyteller, and I’m satisfied that Plain English has now presented the strongest possible arguments for and against AI being a bubble. If you want to know where I land, you’ll just have to listen to the end of the show.

If you have questions, observations, or ideas for future episodes, email us at [email protected].

Host: Derek Thompson
Guest: Azeem Azhar
Producers: Devon Baroldi and Kaya McMullen

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