If AI is a bubble, what happens when it pops?

If AI is a bubble, what happens when it pops?

  • By
  • Episode
      1926
  • Published
      Nov 17, 2025
  • Publisher
0 Ratings
0
Episode
1926 of 1934
Duration
23min
Language
English
Format
Category
Non-fiction

With the absolutely massive amounts of money tied up in the AI data centre boom, it's not hard to see why people fear a bubble. That worry has come into sharper focus in recent weeks, following comments from OpenAI and some big moves on the stock market.

This recent round of bubble fear isn't about the tech itself. Rather, it's a growing realization that the boom is being funded in a way that’s starting to resemble some historically devastating bubbles of the past.

Paul Kedrosky is a partner at the venture capital firm SK Ventures and a research fellow at MIT's Initiative for the Digital Economy. He explains why changes in the AI boom's financing are renewing fears of a bubble bursting, and the massive potential impacts if it does.

For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts


Listen and read

Step into an infinite world of stories

  • Read and listen as much as you want
  • Over 1 million titles
  • Exclusive titles + Storytel Originals
  • 7 days free trial, then €9.99/month
  • Easy to cancel anytime
Details page - Device banner - 894x1036
Cover for If AI is a bubble, what happens when it pops?

Other podcasts you might like ...