October 21, 2025
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31 min 5 sec
Of Course There’s an AI Bubble
Traffic to vibe-coding tools is plummeting. Financial analysts are invoking 1929. Is the big AI crash inevitable? On the latest Aboard Podcast, Paul and Rich assess our current moment in AI and its (over)valuation in the global economy. Will the bubble pop—and if it does, how big will that pop be? And as they evaluate the problems with our lopsided AI landscape, they speculate about what AI as a technology—rather than an investment vehicle—could look like in the future.
Show Notes
- Chris Pisarski on Loveable’s traffic downturn.
- Rusty Foster’s “AI is language without thought,” and Paul’s response post.
- 1929 by Andrew Ross Sorkin (note that Paul and Rich meant “Andrew” throughout!).
- This past January’s episode on DeepSeek—and the value of constraints.
Transcript
Transcript coming soon!