Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Big Technology Podcast

11/14/25

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61m

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Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at the risks of the AI trade, and what happens from here.

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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