Is AI in a Bubble Right Now?

In this episode, Eric and Neil dive into the current state of the AI market, debating whether AI—and especially AI stocks—are in a bubble or represent lasting value. They analyze major players like Nvidia, explore the hype vs. substance in AI startups, and discuss how real revenue and fundamental adoption differentiate lasting winners. The conversation also covers shifting dynamics in SEO, the influence of Reddit on AI training data, and why proper attribution in marketing is harder than ever for brands and investors alike. TIMESTAMPS (00:00) Are AI stocks in a bubble? Nvidia, valuations, and market comparisons (07:30) Hype vs. lasting value: How to spot AI companies with real staying power (13:45) Venture investing, early-stage wins, and new challenges for angels (20:00) The Reddit effect: LLM training, SEO hacks, and content quality concerns (26:15) Attribution woes: Why tracking SEO ROI is harder than ever 𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗖𝗛𝗔𝗡𝗡𝗘𝗟 Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer. LEARN MORE ABOUT THE HOSTS Eric Siu – Leveling Up: https://www.youtube.com/@LevelingUpOfficial Neil Patel: https://www.youtube.com/@neilpatel FREE RESOURCES Growth Newsletter: https://levelingup.beehiiv.com/subscribe Ubersuggest: https://www.ubersuggest.com/ Answer The Public: https://www.answerthepublic.com/