Here's How The AI Bubble Bursts — With Paul Kedrosky
Big Technology Podcast
08/12/26
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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 could look like after the bubble bursts. Hit play for a clear-eyed debate about whether transformative technology can still produce a disastrous investment cycle.
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Previous Episode
M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much can Apple raise prices without losing sales 6) Does that eventually hurt its services business? 7) Microsoft is spending less on AI... but there's an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions within Google's AI division 10) Can Google get it together?
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Next Episode
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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