What Happens When the AI Bubble Bursts!

31/10/2025 18 min Temporada 1 Episodio 49

Listen "What Happens When the AI Bubble Bursts!"

Episode Synopsis

We all get Free Graphic Cards!What if tech bubbles aren't failures but infrastructure gifts for the next generation? In this episode, we explore how the Dot-Com crash left us with the fiber optic networks that made YouTube and Netflix possible, how the video game crash of 1983 forced the industry to evolve and bring computing into living rooms, and why the coming AI bubble burst might be the best thing that could happen for actual innovation.Drawing on personal experience of inheriting fast internet from failed telecom companies, we examine the current AI investment frenzy where Nvidia, OpenAI, and Oracle are trading billions while "the math isn't mathing." When hundreds of AI startups inevitably fail, they'll leave behind millions of high-end GPUs currently locked in corporate data centers—computational power that could flood the secondary market at a fraction of original costs.This isn't about celebrating failure, it's about understanding that crashes redistribute resources from speculation to actual use. Imagine running powerful AI models locally with complete privacy, no usage caps, and no corporate gatekeeping. Imagine graduate students and independent researchers having the same computational power as major corporations, purchased secondhand for thousands instead of millions.The crash won't end AI, it will democratize it. And we're all just waiting for our free (or heavily discounted) GPUs.Key Quotes"The bubble's collapse didn't destroy the internet. It subsidized its golden age.""If the wheel of history repeats itself, we can expect decades of hardware advancement to land directly in the hands of the public. The infrastructure built for a bubble becomes the foundation for what comes next.""The crash won't be the end of AI. It will be the moment AI becomes truly democratized."