Could the AI bubble pop?
Trillions of dollars are being poured into artificial intelligence. How does this compare to the booms (or bubbles) of the past? Our deputy editor, Tom Standage and our AI writer, Alex Hern ask whether investors’ big bet might make sense.
Chapters:
00:00 - Why is investment not slowing?
01:09 - Is just one company going to win?
02:51 - Will the AI bubble burst?
03:07 - What will be left if the boom goes bust?
06:18 - The role of open source models
Watch the full show: https://www.economist.com/insider/inside-tech/is-ais-trillion-dollar-bet-worth-it
What to expect if the AI stockmarket blows up: https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up
The battle of AI business models: https://www.economist.com/business/2025/10/30/google-v-microsoft-the-battle-of-ai-business-models
Sign up to the Insider newsletter: https://econ.st/4nOyzIb
Chapters:
00:00 - Why is investment not slowing?
01:09 - Is just one company going to win?
02:51 - Will the AI bubble burst?
03:07 - What will be left if the boom goes bust?
06:18 - The role of open source models
Watch the full show: https://www.economist.com/insider/inside-tech/is-ais-trillion-dollar-bet-worth-it
What to expect if the AI stockmarket blows up: https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up
The battle of AI business models: https://www.economist.com/business/2025/10/30/google-v-microsoft-the-battle-of-ai-business-models
Sign up to the Insider newsletter: https://econ.st/4nOyzIb
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