November 11, 2025

Are AI Bubble Concerns Warranted or Overblown?

14 minutes

AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangan

discuss whether bubble concerns are warranted or overblown.

Date of recordings: September 26 and October 30, 2025

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