EPISODE · Nov 20, 2025 · 28 MIN
The $2 Trillion AI Bubble Is About To Burst
from They Might Be Self-Aware · host Hunter Powers, Daniel Bishop
The AI bubble is cracking fast — from OpenAI’s bailout scare to a $2T compute binge no one can afford. Are we watching the start of the AI crash?We also get into the fun stuff:– GPT-5.1’s “personalities” (including the mysteriously missing flirty mode)– Montana declaring the Right to Compute like it’s a frontier cult– Whether AGI quietly arrived for text tasks– And why robots might finally make 2026 the Year of the Hand™If you like your AI news with a side of existential dread and two ex-coworkers arguing about the end of the economy… welcome home.⏱️ CHAPTERS00:00 GPT-5.1 & Weird AI Personalities – Flirty mode missing, GPT router slowness & the two tribes of AI users06:42 OpenAI’s Money Pit – Bailout rumors, the “$2T” compute plan & why the AI bubble might actually burst13:50 Government, GPUs & Obsolescence – Manhattan Project comparisons, economic doom loops & the end of human-paid compute18:40 Montana’s Right to Compute – AI safety, manual overrides & why generative AI shouldn’t run critical infrastructure22:56 AGI Check-In & Robot 2026 – Text-based AGI, Apple robot rumors & why AGI still can’t write a #1 hit song⚡ Listen now & get self-aware before your tools do.🎧 Listen on Spotify: https://open.spotify.com/show/3EcvzkWDRFwnmIXoh7S4Mb?si=3d0f8920382649cc🍎 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/they-might-be-self-aware/id1730993297▶️ Subscribe on YouTube: https://www.youtube.com/channel/UCy9DopLlG7IbOqV-WD25jcw?sub_confirmation=1📢 EngageIf the AI bubble pops, what crashes first — the economy, the GPUs, or our sanity?Drop your take below and subscribe to join the only AI conversation that calls the BS out loud.🧠 They Might Be Self-Aware — but are we?
What this episode covers
Hunter and Daniel break down whether the AI bubble fueled by trillion-dollar compute plans, staggering losses, and OpenAI’s rumored bailout plea is finally about to burst. Along the way, they dive into GPT-5.1’s new personalities, Montana’s “Right to Compute,” the state of AGI in 2025, and why 2026 might become the year robots take over everything except the Billboard charts.
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The $2 Trillion AI Bubble Is About To Burst
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