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How the AI bubble will pop
https://novacut.ai/
Shashank and Mark break down a packed few weeks in AI: new open-source and local models, MCP and tool
use, Chinese labs closing the frontier-model gap, Google's full-stack advantage, and the exploding cost
of data-center buildouts.
They debate whether AI spending keeps compounding as models get cheaper and demand rises, or whether
smaller, local, good-enough models eventually puncture today's valuations.
View all episodes
By Mark and Shashank
5
1111 ratings
https://novacut.ai/
Shashank and Mark break down a packed few weeks in AI: new open-source and local models, MCP and tool
use, Chinese labs closing the frontier-model gap, Google's full-stack advantage, and the exploding cost
of data-center buildouts.
They debate whether AI spending keeps compounding as models get cheaper and demand rises, or whether
smaller, local, good-enough models eventually puncture today's valuations.
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