Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle

In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider.

YouTube Video Links: Why This Isn't an AI Bubble (Yet)

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Show Notes

(0:00) — Financial vs Technology Bubbles (5:45) — Are AI Model Companies in a Bubble? (11:04) — Arguments For Why We Are in an AI Bubble (25:51) — How Reflexivity Affects Outcomes (35:33) — Software Bull Case (38:12) — AI Bubble Argument Summary (41:29) — AI Bubble Counterarguments (46:36) — What You Can Do as an Investor

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers