Open to Debate

Will the AI Bubble Burst?


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Artificial intelligence has ignited one of the most spectacular surges of investment, hype, and technological promise, but some worry that the enthusiasm is resembling a bubble, with valuations racing ahead of fundamentals and enormous compute and energy costs that could undermine long-term profitability. But others note this bubble is different because AI is already embedded across the economy, not confined, and infrastructure is being created to sustain demand. Now we debate: Will the AI Bubble Burst? 

Arguing Yes: Ryan Cummings, Chief of Staff at the Stanford Institute for Economic Policy Research

Arguing No: Magnus Grimeland, Venture Capital Investor; Founder and CEO of Antler 

Emmy award-winning journalist John Donvan moderates 

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