Episode
A Field Guide to AI Market Freakouts
- Published
- Jul 23, 2026
- Duration seconds
- 1509
- Processing state
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Summary
Cheap Chinese models, runaway infrastructure spending, token caps, circular financing and performance plateaus have each threatened to derail the AI boom. NLW examines the recurring fears haunting investors—and argues that these periodic freakouts may be exactly what keeps a genuine AI bubble from forming. Brought to you by: KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/Sophisticated Hyperagent - Hire a fleet of always-on agents. New users get $1,000 in inference. hyperagent.com/aidailybrief Retool - Secure your vibecoded apps. New enterprise customers get up to $10,000 in AI credits per year. retool.com/aidaily Rackspace Technology- One accountable partner to build, operate and run your full enterprise AI stack https://www.rackspace.com/ Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/ Scrunch - The AI customer experience platform - https://scrunch.com/ Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/…