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AI’s Biggest Skeptic Sees a Bubble

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Manage episode 520485509 series 1263929
Content provided by Carnegie Endowment for International Peace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carnegie Endowment for International Peace 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.

The AI boom is the biggest investment mania in decades, channeling trillions of dollars into data center infrastructure. If investors bet right, they may usher in technological breakthroughs that produce vast wealth. If they’re wrong, they could crash the U.S. stock market, trigger a recession, and spread financial contagion globally.

Ed Zitron was among the first to call AI a bubble. His unsparing deep dives into AI finances are must-reads, even for his critics. In a spirited back-and-forth on The World Unpacked, Ed and host Jon Bateman debate Wall Street’s “unhealthy relationship” with Nvidia, if China has its own AI bubble, and whether ChatGPT should give tax advice.

Find the episode transcript and streaming audio, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/ais-biggest-skeptic-sees-a-bubble?

Follow Jon on X: https://x.com/JonKBateman

  continue reading

258 episodes

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AI’s Biggest Skeptic Sees a Bubble

The World Unpacked

189 subscribers

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Manage episode 520485509 series 1263929
Content provided by Carnegie Endowment for International Peace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carnegie Endowment for International Peace 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.

The AI boom is the biggest investment mania in decades, channeling trillions of dollars into data center infrastructure. If investors bet right, they may usher in technological breakthroughs that produce vast wealth. If they’re wrong, they could crash the U.S. stock market, trigger a recession, and spread financial contagion globally.

Ed Zitron was among the first to call AI a bubble. His unsparing deep dives into AI finances are must-reads, even for his critics. In a spirited back-and-forth on The World Unpacked, Ed and host Jon Bateman debate Wall Street’s “unhealthy relationship” with Nvidia, if China has its own AI bubble, and whether ChatGPT should give tax advice.

Find the episode transcript and streaming audio, and get the show direct to your inbox, here: https://carnegieendowment.org/podcasts/the-world-unpacked/ais-biggest-skeptic-sees-a-bubble?

Follow Jon on X: https://x.com/JonKBateman

  continue reading

258 episodes

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