<p>Richard and Pierce take the bull case on whether we're in an AI bubble. They cover circular financial deals, energy build outs, AI representing 92% of GDP growth in H1 2025, and a comparison with the hype in 2000s around meaningless dot-com companies.</p>

Richard and Pierce take the bull case on whether we're in an AI bubble. They cover circular financial deals, energy build outs, AI representing 92% of GDP growth in H1 2025, and a comparison with the hype in 2000s around meaningless dot-com companies.

Are we in an AI bubble?

Two Stanford friends who flooded their kitchen using dish soap instead of dishwasher detergent have somehow become AI experts. One builds startups, the other studies at Cambridge - together they break down LLMs and machine learning with zero BS and maximum banter.

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Are we in an AI bubble?

Are we in an AI bubble?