# EP 62: Kaboom! Does history show that market valuations for AI are nuts?

Page: https://stenobird.com/podcast/the-library-of-mistakes-4813866/ep-62-kaboom-does-history-show-that-market-valuations-for-ai-are-nuts
Text version: https://stenobird.com/podcast/the-library-of-mistakes-4813866/ep-62-kaboom-does-history-show-that-market-valuations-for-ai-are-nuts.md
Podcast: [The Library of Mistakes](https://stenobird.com/podcast/the-library-of-mistakes-4813866)
Published: 2026-07-17T14:42:44+00:00
Episode link: https://www.spreaker.com/episode/ep-62-kaboom-does-history-show-that-market-valuations-for-ai-are-nuts--73028767
Audio file: https://api.spreaker.com/download/episode/73028767/ai_special_17_07_2026_15_26.mp3
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Duration seconds: 4481

## Resource

LIVE RECORDING Welcome to a special episode of the podcast recorded live at the Library of Mistakes and featuring a debate between two distinguished former investment practitioners – Andrew Milligan and Sandy Nairn. The question they debate is: 'Does history shows that current market valuations for AI are nuts?' Andrew, with his experience as a global strategist over many years, believes their value might be overextended, while Sandy, with his keen knowledge of technology, believes AI could herald a seismic change that might justify some of the excitement. Listen in and join in the fun, ably hosted by Robbie Mochrie and compered by David Clarke, with plenty of lively contributions from the floor. You can also watch this debate on our YouTube channel, as well as many other fascinating lectures.

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## Transcript

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