The AI-Bubble vs. the Western Bubble #132

This week, we look at the growing concerns around the so-called AI bubble and why the panic is beginning to resemble the early 2000s, only multiplied by trillions. Nvidia is now valued higher than Germany’s entire economic output in 2025, which means one single company is worth two and a half times the combined value of all publicly traded firms in Germany.A recent MIT report shows that 95 percent of organisations investing in generative AI see zero return, despite pouring thirty to forty billion dollars into it. Even Google’s own CEO has admitted that parts of the current AI boom look irrational. Still, optimists like Mustafa Suleyman insist this moment is historic and that sceptics simply lack imagination.So, is this genuine technological transformation or a collective fever dream, driven by hype, speculation, and fear of missing out? What is the role of managerial attitudes in this whole situation?This podcast is published with the help of RAIA NOW gUG but is an individual project between the Director of RAIA, Dario Hasenstab, and Balder Hageraats. If you would like to get in touch with us, write us an email at [email protected].