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

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Tantra's Mantra with Prakash Sangam?

This episode is 43 minutes long.

When was this Tantra's Mantra with Prakash Sangam episode published?

This episode was published on December 2, 2025.

What is this episode about?

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...

Can I download this Tantra's Mantra with Prakash Sangam episode?

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