Is There an A.I. Bubble? A Debate.

Podcast: The Ezra Klein Show · New York Times Opinion

Opublikowano: 2026-10-16

The gargantuan bet on the future of A.I. is driving the U.S. stock market and economic growth. And the building of data centers is sucking up so many construction resources, it’s crowding out the construction of homes. The multitrillion-dollar question is: Will this bet pay off? Or is it a bubble, destined to burst and pull the economy down with it? Paul Kedrosky is a partner at SK Ventures, a fellow at M.I.T., and the author of a newsletter about A.I.. He thinks we’re very obviously in a bubble. A...