This episode takes a look at the hype surrounding AI and asks a simple question: Are we in a bubble? Spoiler alert: ABSOLUTELY. To make sense of it, I dig into the history of the dot-com boom and bust, walk through today’s AI financials, and explore what it might mean for companies, investors, and everyday people like you and me.

Main Topics Covered

• Audience Q: ChatGPT vs. Gemini
• What a bubble actually is
• Story of the dot-com bubble
• Today’s AI numbers: OpenAI and Anthropic
• How greed fuels investment
• Oracle’s $300B OpenAI deal and “jumping the shark”
• Neuro-symbolic AI and Gary Marcus
• Who loses when the bubble bursts
• How I used ChatGPT this week: Agent mode for car rentals

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