Is AI really in a bubble, or are the headlines missing the truth?

In this episode, we unpack why the so-called “AI bubble” doesn’t match reality. Innovation is still accelerating, usage keeps climbing, and compute capacity, not demand, is the real bottleneck.

You’ll hear comparisons of GPT-5 Thinking, Claude, Cursor, and OpenRouter in real workflows, a look at how dynamic artifacts are replacing static dashboards, and why validation loops are making AI insights more reliable.

We also cover the explosion of data center investment, real security risks in the agent era, and how big platforms are turning AI into ecosystems that monetize far beyond chat.

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