Is AI a bubble? - Analyst Discussion
Update: 2025-12-02
Description
The mind-numbing investment in AI and the sky-high valuations of the companies involved have led many to wonder whether AI has become a bubble.
In this episode, I talk to Dr. Riad Hartani, who is an advisor, investor, and a longtime time industry participant, on what is driving the investment - real market demand or FOMO, who is making those them, ongoing circular investment and risks, especially in Neoclouds, RoI concerns, consumer vs. enterprise AI dynamics, whether AI is a bubble, what could be early indicators of a burst, if any, who will be worst affected, and more.
We also compare and contrast the current AI situation with the Dot-com bubble.
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