151 - The AI bubble

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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