Is the AI boom a genuine revolution or a disaster waiting to happen? While everyone is talking about the AI bubble, we uncover a more complex reality: we're not in one bubble, but three.
From sky-high stock valuations that defy gravity to a multi-trillion-dollar infrastructure build-out, the AI gold rush is in full swing. But how much of it is real, and how much is pure hype?
In this episode of Convergence, hosts Lauren Hawker Zafer (from Zurich) and Faisal Hoque (from Connecticut) cut through the noise.
Drawing on deep analysis and lessons from past market manias like the dot-com crash, they provide a clear framework for understanding the three distinct bubbles inflating right now:
- 📈 The Asset Bubble: Are AI giants like NVIDIA overvalued? We explore the signals that a stock's valuation has detached from reality and what that means for your portfolio.
- 🏗️ The Infrastructure Bubble: Companies are spending trillions on GPUs, data centers, and AI chips. We ask the tough question: what happens if the demand never meets this massive supply?
- 💡 The Hype Bubble: With a reported 95% of AI pilot projects failing to deliver ROI, how can you separate genuine breakthroughs from overhyped promises?
Learn how to adopt AI without falling for the hype, how to invest wisely, and how to spot the long-term winners in a market flooded with illusion.
Tune in to learn:
- Lessons from tulip mania and the dot-com crash that apply directly to AI today.
- Red flags to watch for in both AI startups and public companies.
- Where AI is truly delivering value right now and how to build a sustainable strategy.
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