This episode explores the warning signs of an AI bubble, as detailed in a Yale School of Management article. It examines overinvestment, tangled financial deals, and inflated valuations among tech giants like OpenAI, Nvidia, and Microsoft. Drawing parallels to the dot-com crash, the episode discusses concerns from industry leaders about potential zero returns on many GenAI projects. Finally, it outlines how the bubble could burst through contagion, governance clashes, or disruptive new technologies reshaping the AI landscape.

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