Lena and Eli explore whether today's AI boom is sustainable innovation or speculative madness, comparing current patterns to historical tech bubbles and examining the real economics behind the hype.

AI really is revolutionary technology that will transform our economy and society, but parts of the current investment frenzy really do look like speculative excess. We can hold two truths simultaneously: the technology is real, but some of the valuations and expectations are getting ahead of reality.
the AI bubble


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From Columbia University alumni built in San Francisco
