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December 2, 2025 83 mins
Is the "AI Bubble" real? We analyze "The Big Short" investor Michael Burry’s bet against the industry. Mike and Paul also break down MIT’s "Project Iceberg," which suggests 11.7% of the workforce is already exposed to replacement, and a new McKinsey report on the 7x growth in demand for AI fluency. Plus, Claude Opus 4.5, Artificial Superintelligence, political divides over AI, and more in our rapid-fire section. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:04:19 — AI Pulse 00:08:04 — MIT Study: AI Can Already Replace 11.7% of US Workforce 00:23:55 — Is There an AI Bubble? 00:33:24 — Political Divides Over AI Are Getting Worse 00:40:27 — ChatGPT Turns 3 00:46:59 — Claude Opus 4.5 00:49:19 — ChatGPT Shopping Research 00:52:30 — Google Encroaches on Nvidia’s Chip Dominance 00:55:58 — Suno Embraces Training on Licensed Music 00:58:48 — Insurers Retreat from Covering AI Risks 01:02:21 — Dwarkesh Podcast with Ilya Sutskever 01:08:41 — “AI 2027” Revises Forecasts to 2030 01:12:26 — The Thinking Game and AlphaFold 01:18:38 — DeepSeek V3.2 01:20:27 — Runway Gen-4.5 This episode is brought to you by AI Academy by SmarterX. AI Academy is your gateway to personalized AI learning for professionals and teams. Discover our new on-demand courses, live classes, certifications, and a smarter way to master AI. You can get $100 off an individual purchase or a membership by using code POD100 at academy.smarterx.ai. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 
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