The $2 Trillion AI Bubble Is About To Burst episode artwork

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?

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.

NOW PLAYING

The $2 Trillion AI Bubble Is About To Burst

0:00 28:33

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of They Might Be Self-Aware?

This episode is 28 minutes long.

When was this They Might Be Self-Aware episode published?

This episode was published on November 20, 2025.

What is this episode about?

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...

Can I download this They Might Be Self-Aware 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.
URL copied to clipboard!