AI as a historic bubble at all forces' intersection
The guest argued the current AI build-out is the first moment that sits at the intersection of all the forces that created the largest bubbles in U.S. history: loose credit, a great technology story, a real estate component, and a policy angle.
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The Callback
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The guest argued the current AI boom exhibits the same extreme euphoria and disregard for financial fundamentals that characterized the dot-com bubble.
The guest argued the current AI build-out is the first moment that sits at the intersection of all the forces that created the largest bubbles in U.S. history: loose credit, a great technology story, a real estate component, and a policy angle.