EPISODE · Mar 27, 2026
The $600B AI Bubble: A Developer's Reality Check
from Rubber Duck Radio · host Tim Williams
Fresh from DC's Smithsonian museums—where dinosaur fossils and moon landings tell stories of deep time—Tim shares a striking realization: while developers live and breathe AI, most of the world isn't using it at all. The conversation dives into Anthropic's stunning takeover of the coding market, OpenAI's collapsing enterprise share, and the $600 billion revenue gap that has investors worried. With leading AI researchers warning that LLMs may be fundamentally limited, we explore what a potential bubble means for developers—and why those who build practical skills over chasing hype will thrive either way.
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The $600B AI Bubble: A Developer's Reality Check
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