AI Bubble: Bursting or Balancing?

In this podcast episode, Ben Kumar and Sam Hannon discuss the potential AI bubble, focusing on the substantial investments made by tech giants like Google, Amazon, and Meta. The conversation highlights the depreciating nature of investments in data centers compared to the quicker returns expected from software services. The hosts also touch on the implications of the ongoing US government shutdown, now in its second month, affecting everything from economic data collection to public services. They explore how psychological factors, such as disrupted Thanksgiving travel, might push political parties toward a resolution.