Water Cooler Small Talk, Ep. 10: So, What About the AI Bubble?

The current state of AI is examined to determine if it constitutes a financial bubble, drawing comparisons to the dot-com crash. It argues that unlike the dot-com era, today's AI companies have more structured business plans, but their high operational costs currently make them unprofitable. The massive valuations and investments are based on the expectation that computing power will become significantly cheaper, making AI models financially sustainable in the future. The piece concludes that AI has inherent technological value and transformative potential, and a true bubble scenario would likely require the emergence of a superior, alternative technology.