Topic

AI bubble drivers

Latest viewpoints

AI combines several forces historically associated with major bubbles.

Kedrosky says the current AI boom combines technology enthusiasm, real estate, loose credit, and government policy, with geopolitical competition adding further pressure to continue investing.

Paul Kedrosky AI bubble drivers Source at 45:27

Leaders

Jensen Huang

CEO, Nvidia

Last interview Sep 2, 2026

Howard Lutnick

Public business viewpoint profile

Last interview Sep 2, 2026

Sam Altman

CEO, OpenAI

Last interview Sep 2, 2026

Elon Musk

CEO, SpaceX / Tesla

Last interview Sep 1, 2026

Julien Bek

Partner, Sequoia Capital

Last interview Aug 24, 2026

Thibault Sottiaux

Engineer, OpenAI

Last interview Aug 24, 2026

Matthew Berman

Influencer, Forward Future

Last interview Aug 24, 2026

David Senra

Podcaster, Senra Show

Last interview Aug 23, 2026

LeAnn Foster

Founder, EUTHENICS

Last interview Aug 22, 2026

Eric Ho

CEO, Goodfire

Last interview Aug 21, 2026