# SpaceX IPO, Broadcom Crash & Anthropic Vs. OpenAI: The AI Bubble Explained | Andrew Ross Sorkin

Page: https://stenobird.com/podcast/high-performance-business-7257183/spacex-ipo-broadcom-crash-anthropic-vs-openai-the-ai-bubble-explained-andrew-ross-sorkin
Text version: https://stenobird.com/podcast/high-performance-business-7257183/spacex-ipo-broadcom-crash-anthropic-vs-openai-the-ai-bubble-explained-andrew-ross-sorkin.md
Podcast: [High Performance Business](https://stenobird.com/podcast/high-performance-business-7257183)
Published: 2026-06-16T02:00:00+00:00
Episode link: https://shows.acast.com/the-room-where-it-happened/episodes/spacex-ipo-broadcom-crash-anthropic-vs-openai-the-ai-bubble
Audio file: https://sphinx.acast.com/p/open/s/67b8a49ac0f169362a5f3f65/e/6a305a25c3a72484cb38bdc5/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/high-performance-business-7257183/episodes/spacex-ipo-broadcom-crash-anthropic-vs-openai-the-ai-bubble-explained-andrew-ross-sorkin
Duration seconds: 2661

## Resource

Journalist and founder of DealBook Andrew Ross Sorkin cuts through the hype to expose the high-stakes reality of the AI boom and how a single technology is currently holding up the entire US economy. Drawing parallels to 1929, the dot-com era, and 2008, he unpacks a dangerous paradox: for AI's massive valuations to make sense, it must replace human labour, but if everyone loses their jobs, who's left to buy the products? Andrew also makes a compelling case that history's greatest leaps in progress, from railways to Tesla and SpaceX, were born out of destructive, speculative frenzies. He shares what separates elite entrepreneurs: a healthy insecurity that drives relentless execution, paired with a lifelong curiosity that success usually kills. Andrew Ross Sorkin's book: '1929: The Inside Story of The Greatest Crash in Wall Street' is available in paperback now: https://amzn.eu/d/05LJS2F0 IFS - award-winning Asset & Service Management software 👉 Reimagine your operations at: https://highpfrmc.com/rwih-ifs-yt XTB 👉 To find out more and make your money work, use code RWIH at: https://highpfrmc.com/xtb-rwih-yt Hosted on Acast. See acast.com/privacy for more information.

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