The crew explores whether AI is actually in a bubble or simply in a messy but necessary boom phase. The group breaks down recent commentary from market veterans, the rapid collapse in AI costs, and what real signals of excess versus durability look like. From the shifting role of experts and institutions to how AI is reshaping work, organizations, and incentives, the conversation moves into crypto, capital allocation, and why resistance to change is more likely to be sidelined than resolved. The episode then widens out to culture and geopolitics, touching on demographic decline, Gen Z political revolts, media saturation, and the fragmentation of the future into parallel paths. The discussion closes with a sharp take on art, spectacle, and why cultural gatekeepers are struggling to adapt to a more direct, participatory era.

Mentioned in the episode

The age of experts is ending https://x.com/emollick/status/1999189828756263359?s=20

Is AI in a bubble? https://www.oaktreecapital.com/insights/memo/is-it-a-bubble

Show & Hosts

Net Society: https://x.com/net__society

Aaron Wright: https://x.com/awrigh01

Chris F: https://x.com/ChrisF_0x

Derek Edwards: https://x.com/derekedws

Priyanka Desai: https://x.com/pridesai

Production & Marketing

Editor: https://x.com/0xFnkl

Social: https://x.com/v_kirra

• (00:00) - Are We in an AI Bubble
• (04:10) - Tech Booms, Bubbles, and AGI
• (09:24) - Experts, Institutions, and Adaptation
• (14:05) - Crypto, Capital, and Market Discipline
• (21:26) - AI, Work, and Organizational Change
• (30:54) - Demographics, Culture, and the Future
• (50:19) - Welcome & Disclaimer
• (50:38) - Art, Spectacle, and Cultural Gatekeepers