EPISODE · May 8, 2026 · 1 MIN
Ep.460 A $500 Billion Bubble: Analyzing the Disconnect Between Tech Capex and Actual Business Utility
from Good Morning, Money! · host Rosha Entezari
Stop paying for the hype. Market data shows tech spend hitting $500 billion this year, but most of it is just "bubble" behavior. Buying 20 different AI tools for text and meeting summaries isn't a competitive edge—it's just increased overhead with zero productivity gain.The infrastructure is still being built. Stop funding the hype cycle and start focusing on actual ROI.Send us Fan Mail
What this episode covers
Stop paying for the hype. Market data shows tech spend hitting $500 billion this year, but most of it is just "bubble" behavior. Buying 20 different AI tools for text and meeting summaries isn't a competitive edge—it's just increased overhead with zero productivity gain. The infrastructure is still being built. Stop funding the hype cycle and start focusing on actual ROI. Send us Fan Mail
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Ep.460 A $500 Billion Bubble: Analyzing the Disconnect Between Tech Capex and Actual Business Utility
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