Share
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
Manage episode 508371141 series 2498265
Content provided by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EPIIPLUS 1 Ltd / Azeem Azhar and Azeem Azhar 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://staging.podcastplayer.com/legal.
Is AI a bubble? In this episode, I unpack a new five-gauge framework for understanding the biggest question in tech.
Drawing on lessons from past manias – railways, telecoms, the dot-com boom – and grounding our analysis in fresh data, we examine economic strain, revenue growth, valuations, and the quality of capital fueling AI’s ascent. This is our effort to cut through hype and fatalism to provide a clear dashboard: where today’s AI build-out looks like a genuine boom, and where early warning signs of bubble dynamics may be emerging.
Whether you’re an investor, policymaker, or executive, this framework offers a disciplined way to navigate the noise.
Jump to the best parts:
- (00:29) Echoes of the past
- (01:31) The 5 gauge framework
- (01:54) Gauge #1: Investment intensity
- (03:45) Gauge #2: Monetization level
- (04:48) Gauge #3: Revenue trajectory
- (06:23) Gauge #4: Valuation level
- (07:24) Gauge #5: Quality of capital
- (10:10) Overall assessment
Produced by EPIIPLUS1 and Supermix.
Thanks to my team: Nathan Warren, Hannah Petrovic, Chantal Smith & Marija Gavrilov
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
212 episodes
))
