Here's How The AI Bubble Bursts — With Paul Kedrosky
Big Technology Podcast

Here's How The AI Bubble Bursts — With Paul Kedrosky

B2Upper-intermediateAugust 12, 20261 hr 7 min

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the historic surge in AI infrastructure spending has created a bubble that could soon unravel. Tune in to hear why rapidly falling token prices, constant hardware upgrades, and increasingly debt-funded data centers may make it extraordinarily difficult for investors to earn adequate returns. We also cover whether OpenAI and Anthropic can move up the software stack, what might cause the investment cycle to collapse, China’s competing approach, and what AI...

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If we are in an AI bubble, what could an unraveling look like? Let's talk about it with investor and analyst, Paul Kudrowski, right after this.

0:08

Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond. We have a great show for you today.

0:14

We are gonna tackle what I think is the strongest argument that all this AI investment is going to lead to, well, a collapse because our guest today, Paul Kudrowski, thinks that we are in the midst

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