Let's talk about AI bubbles

Podcast: The Deep View: Conversations · The Deep View

Opublikowano: 2026-08-16

AI bubble talk is rearing its head again, but the context is very different from the conversations in late 2025. In this episode of The Deep View Conversations, we unpack the common arguments about an AI bubble and explain why reality naturally falls somewhere in between the doomsayers and AI absolutists. We look at AI's "Tinker Bell problem": the boom depends partly on people continuing to believe in AI's potential, even as public skepticism grows. Beneath that belief cushion, enterprise contracts drive most of AI labs' revenue, while strong hyperscaler ea...