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151 - The AI bubble

151 - The AI bubble

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This week, we're taking a deep dive into the "AI bubble" and exploring why some experts are concerned.

  • Are we in a bubble? Despite massive investments—as much as $40 billion—a recent MIT report reveals that 95% of companies have seen little to no return on their generative AI initiatives.

  • We'll explore why some experts, including Sam Altman, are comparing today’s AI boom to the dot-com bubble, and why the "dream" might be outpacing reality.

  • Why do so many LLMs rely on Reddit for 40% of their data? We discuss the good, the bad, and the ugly of this information source.

  • A look at the surprising chart showing a dramatic drop in ChatGPT usage after June 6, suggesting that a significant number of users might be using it for "homework."

  • Is AI responsible for recent layoffs, or are companies using it as an excuse to cut costs? We break down the likely combination of both.

  • We'll get my final thoughts on whether this is a true bubble ready to pop or just a much-needed slowdown in the pace of AI innovation.

@KTrimbach42 @onechancefreedm

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