Everybody Thinks AI Is a Bubble. What If They’re Wrong? -...

What this episode covers

Two weeks ago, in one of our most popular podcasts of the year, the investor and author Paul Kedrosky explained why he thinks AI is a bubble. In the last few days, practically everybody seems to agree.I hate this. I don’t like feeling like my position is the same position as everybody else’s. Conventional wisdoms are often more conventional than wise, and I’ve started to wonder: Is there a bubble of people calling AI a bubble?Today’s guest says yes. Azeem Azhar is an investor and the author of the blog Exponential View. Like Paul, Azeem is a fantastic explainer and storyteller, and I’m satisfied that Plain English has now presented the strongest possible arguments for and against AI being a bubble. If you want to know where I land, you’ll just have to listen to the end of the show. If you have questions, observations, or ideas for future episodes, email us at [email protected]. Host: Derek ThompsonGuest: Azeem AzharProducers: Devon Baroldi and Kaya McMullen Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently Asked Questions

How long is this episode of Plain English with Derek Thompson?

This episode is 52 minutes long.

When was this Plain English with Derek Thompson episode published?

This episode was published on October 17, 2025.

What is this episode about?

Two weeks ago, in one of our most popular podcasts of the year, the investor and author Paul Kedrosky explained why he thinks AI is a bubble. In the last few days, practically everybody seems to agree.I hate this. I don’t like feeling like my...

Can I download this Plain English with Derek Thompson episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.