#125 Untangling: The 'AI Bubble'

#125 Untangling: The 'AI Bubble'

From Untangling Web3 by Jack Davies & Alec Burns

January 28, 2026 · 44 min · Season 1 · Episode 125

About this episode

The episode discusses the narrative of the AI bubble, examining market signals and the reality of AI adoption.

In this week’s episode of the Untangling Web3 podcast, we tackle one of the biggest narratives dominating tech and global markets right now: the so-called AI bubble. With headlines predicting an imminent crash in artificial intelligence stocks and skepticism mounting around LLMs, the hosts unpack whether we’re witnessing genuine over-exuberance, or simply the growing pains of a transformative technology. Drawing on real market signals, user adoption, and infrastructure realities, this episode cuts through the hype to examine what’s really going on beneath the surface Key Points Discussed: Why People Are Calling It an AI Bubble: The episode explores the core arguments behind the bubble narrative, including sky-high valuations, heavy reliance on a handful of AI-driven tech stocks, and the dominance of companies like Nvidia in propping up broader markets. Alec and Jack discuss concerns around circular investment models, where capital flows between AI companies and hardware providers, raising questions about whether real value is being created or simply recycled on balance sheets. The Reality of AI Adoption and LLM Progress: Despite investor anxiety, the hosts highlight a stark…

People in this episode

Hosts: Jack Davies, Alec Burns

Topics covered

  • AI bubble
  • artificial intelligence
  • market analysis
  • LLMs
  • technology trends

Keywords

  • AI bubble
  • artificial intelligence stocks
  • LLMs
  • market signals
  • user adoption

Mentioned in this episode

Organizations: Nvidia

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