TruthAmp: Episode 10 - Don't Go Chasing Waterfalls (Chase AI Bubbles)

TruthAmp: Episode 10 - Don't Go Chasing Waterfalls (Chase AI Bubbles)

From Building a Better Geek by Emmanuella Grace & Craig Lawton

November 2, 2025 · 14 min · Episode 10

About this episode

Craig and Emmanuella discuss whether AI is a bubble similar to the dotcom boom and explore its key distinctions.

Watch here: https://youtu.be/NQHTdb5_Af8 Craig and Emmanuella tackle the burning question: Is AI just another dotcom-style bubble waiting to burst? The Bubble Debate Emmanuella has been hearing concerns across industries that AI might be overhyped like the dotcom boom. She wonders if people deep in AI dismiss these concerns because admitting it would hurt them. As an outsider, she wanted an objective analysis. Why This Time Is Different The Dotcom Lesson: Jeff Bezos noted that industry movements require experimentation, which costs money. During dotcom, infrastructure (fiber optic cables) survived even when companies failed. Amazon shares dropped from IPO to $6, but one original share is now worth ~$48,000. Bubbles punish speculators but reward those who identify real value. AI's Key Distinctions: Actual usage: Unlike hypothetical dotcom projections, AI infrastructure is used immediately as it's deployed Tangible products: OpenAI went from zero to $500 billion in two years with something people actually use daily Fast prototyping: At the Indigenous Australian Datathon Conference, participants built working health/food systems in 1.5 days (five years ago, they just made PowerPoint…

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