A INTELIGÊNCIA ARTIFICIAL VAI TIRAR SEU EMPREGO?

What this episode covers

A inteligência artificial era tratada como uma bolha: empresas gastando centenas de bilhões em data centers, investidores eufóricos, pouca clareza sobre lucro e muita comparação com a bolha das ferrovias e a bolha da internet.Mas algo mudou.Com a chegada de ferramentas como Claude Code, Codex e Cursor, a IA deixou de ser apenas um chatbot que responde perguntas e começou a se transformar em agentes capazes de executar tarefas reais: programar, pesquisar, analisar, criar produtos, automatizar processos e aumentar brutalmente a produtividade.Neste vídeo, eu explico por que a tese da “bolha da IA” ficou mais complicada, como a Anthropic se tornou uma das empresas de crescimento mais impressionantes da história recente, por que a demanda por chips e data centers explodiu e qual é o risco real por trás de tudo isso.A pergunta central é simples: a IA está finalmente provando seu valor econômico — ou estamos apenas vendo uma bolha ainda maior se formar?

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This episode is 22 minutes long.

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This episode was published on June 1, 2026.

What is this episode about?

A inteligência artificial era tratada como uma bolha: empresas gastando centenas de bilhões em data centers, investidores eufóricos, pouca clareza sobre lucro e muita comparação com a bolha das ferrovias e a bolha da internet.Mas algo mudou.Com a...

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