I spent years pushing the conversation around AI, highlighting how AI as a concept turned from excitement to exaggeration at such a rapid pace since ChatGPT’s launch in 2022, and it has become hard to separate real progress from the noise.
Jeff and I analyse the constant stream of corporate announcements that define the current tech market. We look past the noise to understand why the sheer volume of these claims is struggling to translate into sustainable growth or actual profits.
By examining the mechanics of the current AI bubble, Jeff exposes the disconnect between projected potential and the financial outcomes we are seeing today. Understanding these shifts is essential for anyone trying to navigate the volatility of modern tech investments.
Yes, AI is real. Yes, some use cases are useful. But the bigger story now is whether the economics can support the huge wave of spending behind it. In other words, is it really worth trillions of dollars in investment?
We also look at what this means for enterprises, workers, consumers, and the future of AI adoption.
The simplest way to understand a bubble is to follow the money. AI is attracting massive capital, but the value flowing back out is still too small to justify the build-out. Data centres, chips, and model providers are locked into a costly chain that depends on future revenue coming in fast enough to keep the system afloat.
That is why the current boom feels fragile. The assets being built are specialised, expensive, and quick to depreciate. And if demand slows or token prices keep falling, the weakest infrastructure players could get squeezed first.
At the same time, enterprises are discovering that AI only works well when the underlying workflows, data, and strategy are already strong, not by blindly firing workers in the hope that AI can do their jobs properly.
The takeaway is not that AI is useless. Far from it. The takeaway is about how the current market narrative has been overinflated into ridiculous nonsense that is fast turning into parody.
Join the conversation now and let us know whether you think AI will continue to matter in narrow, practical ways, while moving away from the idea of endless spending, universal adoption, and trillion-dollar expectations that are becoming harder to defend.
