# Will the AI Bubble Burst?

Page: https://stenobird.com/podcast/open-to-debate-610487/will-the-ai-bubble-burst
Text version: https://stenobird.com/podcast/open-to-debate-610487/will-the-ai-bubble-burst.md
Podcast: [Open to Debate](https://stenobird.com/podcast/open-to-debate-610487)
Published: 2026-04-16T09:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/traffic.megaphone.fm/ADL8741200851.mp3?updated=1775577250
Audio file: https://www.podtrac.com/pts/redirect.mp3/traffic.megaphone.fm/ADL8741200851.mp3?updated=1775577250
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JSON: https://stenobird.com/v1/public/podcasts/open-to-debate-610487/episodes/will-the-ai-bubble-burst
Duration seconds: 3195

## Resource

Artificial intelligence has ignited one of the most spectacular surges of investment, hype, and technological promise, but some worry that the enthusiasm is resembling a bubble, with valuations racing ahead of fundamentals and enormous compute and energy costs that could undermine long-term profitability. But others note this bubble is different because AI is already embedded across the economy, not confined, and infrastructure is being created to sustain demand. Now we debate: Will the AI Bubble Burst? Arguing Yes: Ryan Cummings, Chief of Staff at the Stanford Institute for Economic Policy Research Arguing No: Magnus Grimeland, Venture Capital Investor; Founder and CEO of Antler Emmy award-winning journalist John Donvan moderates Join the conversation on Substack - share your perspective on this episode and subscribe to our weekly newsletter for curated insights from our debaters, moderators, and staff. Follow us on YouTube, Instagram, LinkedIn, X, Facebook, and TikTok to stay connected with our mission and ongoing debates. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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