# AI Bubble & SpaceX: 17x Bigger Than Dot Com | George Noble

Page: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/ai-bubble-spacex-17x-bigger-than-dot-com-george-noble
Text version: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/ai-bubble-spacex-17x-bigger-than-dot-com-george-noble.md
Podcast: [The John Johnston Lounge](https://stenobird.com/podcast/the-john-johnston-lounge-3300872)
Published: 2026-07-13T11:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/thejohnjohnstonlounge/episodes/AI-Bubble--SpaceX-17x-Bigger-Than-Dot-Com--George-Noble-e3m0m3d
Audio file: https://anchor.fm/s/351e66a0/podcast/play/122754605/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-13%2F427849449-44100-2-e01548e5bba6d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/ai-bubble-spacex-17x-bigger-than-dot-com-george-noble
Duration seconds: 888

## Resource

John Johnston (JJ) reacts to investor and longtime fund manager George Noble discussing what he sees as a massive AI bubble, which he thinks is much bigger than the previous Dot Com Bubble. Noble also sees Elon Musk’s SpaceX and Tesla being involved in the biggest misallocation of capital in the history of financial markets. Related episodes: THE TESLA STOCK CRASH WILL BE EPIC https://open.spotify.com/episode/2RV8h4ioNb1wksarKXeIdH AI Bubble: NOT Too Big To Fail! Let It Burn | Ed Zitron https://open.spotify.com/episode/7xPtM9dJGQcc06JpBBU3md Morgan Stanley Issues SpaceX Target Value of ~$4T! https://open.spotify.com/episode/3NkfKIuveMn2Aw9HsG6t9B Referenced videos: AI Bust Fallout Would Be 'More Significant' Than Dot-Com, Says George Noble https://youtu.be/JfOSTnRgIws Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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## Transcript

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