Are We in an AI Bubble?
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Last week, Nvidia revealed another massive increase to their revenues, attributing it to AI and their hardware developments. But, Nvidia isn't the only company either with huge revenues, leading many to suspect that the AI boom might just be a bubble.
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1 - https://www.ft.com/content/2ce59a81-61b7-4052-810e-8bdc425367e4
2 - https://www.nber.org/system/files/working_papers/w32487/w32487.pdf
3 - https://www.oecd.org/newsroom/economic-outlook-steady-global-growth-expected-for-2024-and-2025.htm
4 - https://www.linkedin.com/pulse/we-stock-market-bubble-ray-dalio-zpdre/
5 - https://www.ben-evans.com/benedictevans/2024/4/19/looking-for-ai-use-cases
6 - https://www.profgalloway.com/bubble-ai/
7 - https://fullratio.com/stocks/nasdaq-nvda/pe-ratio
8 - https://www.profgalloway.com/bubble-ai/
9 - https://www.linkedin.com/pulse/we-stock-market-bubble-ray-dalio-zpdre/
00:00 - Introduction
01:25 - It's a Boom
04:56 - It's a Bubble
06:30 - Why Both Sides Could be Right
07:25 - Sponsored Content
Posted Jun 9
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