Is There an A.I. Bubble? And What if It Pops?
The Daily
11/20/25
•25m
About
Comments
Featured In
After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified.
Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so fervently in A.I. and why they’re willing to take enormous risks to deliver on its promise.
Guest: Cade Metz, a technology reporter for The New York Times.
Background reading:
- Why debt funding is ratcheting up the risks of the A.I. boom.
- Amazon, Google, Meta, Microsoft and OpenAI plan to spend at least $325 billion by the end of the year in pursuit of A.I.
Photo: Scott Ball for The New York Times
For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.
Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
Previous Episode
Congress Orders Trump to Release the Epstein Files
November 19, 2025
•33m
Congressional Republicans on Tuesday overwhelmingly approved a bill to release all of the files related to the sex offender Jeffrey Epstein — a bill that President Trump spent months trying to kill.
The Times correspondents Anni Karni and Carl Hulse explain how a rebellion started by a handful of Republican lawmakers became a partywide mutiny, and Representative Thomas Massie talks about his role in bringing about the vote.
Guest:
- Annie Karni, a congressional correspondent at The New York Times.
- Carl Hulse, the chief Washington correspondent for The Times.
- Representative Thomas Massie, Republican of Kentucky.
Background reading:
- The vote to approve was a stunning turn for an effort that Republican leaders had worked for months to block.
- For Mr. Trump, the Epstein scandal is the story that won’t go away.
Photo: Tierney L. Cross/The New York Times
For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.
Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
Next Episode
Parenting a Trans Kid in Trump’s America
November 21, 2025
•43m
Since starting his second term, President Trump has thrown the full weight of the federal government behind the denying the idea of transgender identity, and pushing to prevent trans minors from getting gender-affirming medical care.
Two parents of a trans child discuss facing the scramble of supporting their child, and their fears of becoming targets of the government.
Guest: The parents of Allie, who is trans.
Background reading:
- Hospitals are limiting gender treatment for trans minors, even in blue states.
- States have sued over Mr. Trump’s efforts to end pediatric transgender medical care.
- Trans youth are rattled by efforts to ban gender care. So are hospitals.
Photo: Christopher Capozziello for The New York Times
For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.
Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
If you like this episode you’ll love
Promoted