Why Everyone Is Wrong About the AI Bubble

Published at : 23 Dec 2025

How technology hype actually forms, what people get wrong about AI, and why the question isn’t “is AI a bubble?” but whether the constraints everyone is worried about are even real.

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Chapters:
01:01 The Dotcom Bubble
05:56 AI Will Keep Getting Better
11:35 We Need More Data Centers
15:49 A Lot of People Are Using It, A Lot
17:35 Deepseek & Jevons Paradox
20:21 The Forest of AI


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