The Most Concerning AI Bubble Signals

Explosive revenue growth, $132 billion in cash, and hundreds of billions in compute commitments. NLW breaks down what Anthropic’s IPO filing reveals about its business—and the future growth needed to justify its enormous bets. In the headlines: OpenAI’s scientific breakthroughs, ...  Show more

Is China closing the AI gap? Is cyber chaos the new normal? Is data center funding drying up? And what happens if Anthropic’s IPO disappoints? From Kimi K3.1 to rogue agent swarms to Elon Musk’s debt market warning, NLW examines the four questions shaping AI this week.Listen to t ...  Show more

Like all technologies, Artificial Intelligence (AI) is not immune to the waves of obscurity, hyped promotion, plateauing of interest, and decline. In fact, the AI industry has been through two such major waves of interest, hype, plateau, and decline, commonly referred to as the “ ...  Show more

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this episode, Jaeden Schafer discusses the current challenges and developments in the AI industry, particularly focusing on the limitations faced by major players like OpenA ...  Show more

Episode SummaryThe recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indica ...  Show more