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If AI is a bubble, what happens when it pops?

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Manage episode 519856024 series 2455762
Content provided by CBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With the absolutely massive amounts of money tied up in the AI data centre boom, it's not hard to see why people fear a bubble. That worry has come into sharper focus in recent weeks, following comments from OpenAI and some big moves on the stock market.

This recent round of bubble fear isn't about the tech itself. Rather, it's a growing realization that the boom is being funded in a way that’s starting to resemble some historically devastating bubbles of the past.

Paul Kedrosky is a partner at the venture capital firm SK Ventures and a research fellow at MIT's Initiative for the Digital Economy. He explains why changes in the AI boom's financing are renewing fears of a bubble bursting, and the massive potential impacts if it does.

For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts

  continue reading

1934 episodes

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If AI is a bubble, what happens when it pops?

Front Burner

1,354 subscribers

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Manage episode 519856024 series 2455762
Content provided by CBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With the absolutely massive amounts of money tied up in the AI data centre boom, it's not hard to see why people fear a bubble. That worry has come into sharper focus in recent weeks, following comments from OpenAI and some big moves on the stock market.

This recent round of bubble fear isn't about the tech itself. Rather, it's a growing realization that the boom is being funded in a way that’s starting to resemble some historically devastating bubbles of the past.

Paul Kedrosky is a partner at the venture capital firm SK Ventures and a research fellow at MIT's Initiative for the Digital Economy. He explains why changes in the AI boom's financing are renewing fears of a bubble bursting, and the massive potential impacts if it does.

For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts

  continue reading

1934 episodes

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