# AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett Page: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/ai-bubble-spacex-what-could-happen-in-a-bust-grantham-buffett Text version: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/ai-bubble-spacex-what-could-happen-in-a-bust-grantham-buffett.md Podcast: [The John Johnston Lounge](https://stenobird.com/podcast/the-john-johnston-lounge-3300872) Published: 2026-06-29T11:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/thejohnjohnstonlounge/episodes/AI-Bubble--SpaceX-What-Could-Happen-in-A-Bust---Grantham--Buffett-e3ldgal Audio file: https://anchor.fm/s/351e66a0/podcast/play/122126101/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-29%2F427007302-44100-2-05a54294b1223.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/ai-bubble-spacex-what-could-happen-in-a-bust-grantham-buffett Duration seconds: 987 ## Resource John Johnston (JJ) breaks down how longtime investor Jeremy Grantham asserts that there is a massive stock market bubble, currently being fueled by the excitement around AI, and including Elon Musk’s SpaceX. All-time great investor Warren Buffett also implies the current US stock market is expensive, and that a lot of people are gambling rather than investing. Related episodes: SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl Legit Legendary Investor: AI ‘Has Characteristics of A Bubble’ https://open.spotify.com/episode/3SE2qLmTlx0Bph1VMFKxDh Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn Referenced videos: Billionaire's WARNING: I'm SELLING. The Crash Is Already Here! https://youtu.be/32u5T6lO8qk?si=kdmxzT2RvRv4woQV Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett https://youtu.be/QQOWQcnNmr0 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/ai-bubble-spacex-what-could-happen-in-a-bust-grantham-buffett/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-john-johnston-lounge-3300872/ai-bubble-spacex-what-could-happen-in-a-bust-grantham-buffett.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.