Ep. 64: Is AI a bubble? - Analyst Discussion

The mind-numbing investment in AI and the sky-high valuations of the companies involved have led many to wonder whether AI has become a bubble. In this episode, I talk to Dr. Riad Hartani, who is an advisor, investor, and a longtime time industry participant, on what is driving the investment - real market demand or FOMO, who is making those them, ongoing circular investment and risks, especially in Neoclouds, RoI concerns, consumer vs. enterprise AI dynamics,  whether AI is a bubble, what could be early indicators of a burst, if any, who will be worst affected, and more.  We also compare and contrast the current AI situation with the Dot-com bubble.