Keith & Ben sit down with Paul Kedrosky — MIT research fellow, venture capitalist, and the man who did the math on the AI bubble — to break down why he says it's obviously a bubble, why that's the boring part, and how the duration mismatch he's identified breaks the whole thing catastrophically.Follow Paul Kedrosky:X: https://x.com/pkedrosky?lang=enWebsite: https://paulkedrosky.com/Subscribe to M&M highlights:    / @mandmhighlights  Subscribe to our Substack: https://www.memesandmarkets.com/Memes & Markets Socialsx: https://x.com/MemesandmktsTwitch:   / memesandmarkets  Instagram:   / memesandmkts  Spotify: https://open.spotify.com/show/1GSfFx3...Apple Podcasts: https://podcasts.apple.com/us/podcast...Our socialsFollow Keith on his main channel    / @theinneroperator  Follow Keith on X: https://x.com/inneroperatorFollow Keith on IG:   / keithdmedia  Follow Ben's solo Podcast    / @benleavittshow  Follow Ben on X: https://x.com/iambenleavittFollow Ben on IG:   / iambenleavitt  Join the waitlist for our Gambling Monitoring App: https://nodice.app/Our NFT Waitlist: https://forms.gle/tnsHqCnSQMhFYD7D7Sponsorship requests contact: [email protected] Spotify Playlist: https://open.spotify.com/playlist/2zB...Ben's New Channel:    / @iambenleavitt  Try No Dice & Start No Dice 45:IOS - https://apps.apple.com/us/app/no-dice...Android - https://play.google.com/store/apps/de...DisclaimerThis video is for education and entertainment only. We are not financial, legal, tax, or investment advisors. Nothing here is a recommendation or a solicitation to buy/sell any asset or strategy. Crypto and markets are risky—you can lose all your money. Do your own research and consult a qualified professional.We (and guests) may hold positions in assets discussed and may receive sponsorships/affiliate revenue from links—assume we do. Mention of any company, protocol, or product is not an endorsement. Information may be inaccurate, incomplete, or outdated as of recording. Past performance is not indicative of future results.