logo
episode-header-image
Aug 21
24m 59s

'There's an AI bubble' - but what happen...

THE TIMES
About this episode

Nvidia's the first company to be worth more than $4trilllion, developers are being offered salaries in the billions, and companies that don’t even have a product are securing investments beyond their wildest dreams. Yet there were reports this week that Meta could downsize its AI division. Our resident silicon valley watcher says there's an AI bubble, and looks back to the dot com boom and bust, for answers on what happens when it bursts.

This podcast was brought to you thanks to the support of readers of The Times and The Sunday Times. Subscribe today: http://thetimes.com/thestory


Guest: Danny Fortson, US West Coast correspondent, The Sunday Times.

Host: Luke Jones.

Producer: Olivia Case.

Read more: Silicon Valley’s AI-fuelled madness has echoes of the dotcom crash

Listen to Danny every week on The Times Tech Podcast

Clips: First Post, YouTube / @InvestDive, Bloomberg, YouTube / Meet McKay, CNBC, YouTube / 100xEngineers, BBC, YouTube / Budding, Pets.com, MSNBC, YouTube / @scalacodeIN, Stanford eCorner, CNET, YouTube / @fortune.

Photo: Getty Images.

Get in touch: thestory@thetimes.com

Hosted on Acast. See acast.com/privacy for more information.

Up next
Today
Is the trad wife dream ending in divorce? - The Sunday Story
<p>Across the Deep South, women raised to believe marriage was their destiny are now walking out, challenging the religious, cultural and political pressures that have shaped their lives. Meanwhile, the booming 'trad wife' movement, championed by conservative powerhouses like the ... Show More
28m 51s
Yesterday
The world's first AI actress and 'her' creator - the Saturday story
<p>Tilly Norwood, the world's first 'AI actress' has rocked Hollywood, sparking union protests and denounced by actors such as Whoopi Goldberg, George Clooney and Emily Blunt. For some she's a threat to the artform, for others an inevitability. She'll never forget her lines, turn ... Show More
18m 4s
Nov 21
The week that cost 23,000 lives
<p>The findings of the report into the political governance and decision making during the pandemic are damning about Boris Johnson’s government’s attempts to protect the public from the virus. Who was responsible for a “toxic and sexist culture” and who misled Downing Street?</p ... Show More
27m 21s
Recommended Episodes
Aug 25
Inside the A.I. Talent Wars
<p>The race to dominate artificial intelligence has become a scramble for talent, with tech companies offering pay packages of $250 million and poaching their competitors’ best employees.</p><p>Mike Isaac, who covers the tech sector for The Times, explains why all the hype is rai ... Show More
26 m
Feb 2025
China Challenges Silicon Valley for A.I. Dominance
<p>Financial markets went into a panic last week over an obscure Chinese tech start-up called DeepSeek. The company now threatens to upend the world of artificial intelligence and the race for who will dominate it.</p><p>Kevin Roose, a tech columnist at The Times, discusses how D ... Show More
23m 16s
Oct 16
We may be in an AI bubble. What does that mean?
Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so.This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory."Earlier this month Amazon founder Jeff Bezos said the AI market was an "industrial bubble" wh ... Show More
9m 28s
Aug 20
Palantir’s relentless rise
Palantir shares have soared this year, making the data analytics company one of the most valuable listed US tech groups. The FT’s Tabby Kinder explains how a paradigm shift in Silicon Valley helped propel Palantir to new heights and why many think it will be among the biggest win ... Show More
23m 29s
Nov 2024
The Role of AI in Hollywood
Can Hollywood work with artificial intelligence? And if so, under what terms? Stability AI CEO Prem Akkaraju and actor Joseph Gordon-Levitt went head-to-head last month at WSJ Tech Live discussing that and more. They were joined by WSJ senior personal tech columnist Joanna Stern. ... Show More
14m 21s
Jan 2025
DeepSeeking Power: China’s AI Gambit
A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths ... Show More
28m 53s
Oct 14
Is the AI Boom… a Bubble?
Tech giants are spending hundreds of billions of dollars on an AI building boom, constructing massive data centers like a sprawling new complex in Texas. Is this a necessary investment for the future, or are we witnessing the next tech bubble? WSJ’s Berber Jin and Eliot Brown fol ... Show More
21m 35s
Jun 2025
AI Video Killed the Video Star
Google’s new AI video tool Veo 3 looks freakishly real, but it might take Hollywood to fully harness its power. This episode was produced by Gabrielle Berbey and Peter Balonon-Rosen, edited by Amina Al-Sadi, fact-checked by Avishay Artsy, engineered by Patrick Boyd and Andrea Kri ... Show More
25m 49s
Listen to millions of songs and podcasts on Anghami