Is There an A.I. Bubble? And What if It Pops?

After years of soaring optimism and colossal investment, Wall
Street has begun to seriously question whether the frenzy for
A.I. is justified.


Cade Metz, who covers technology for The New York Times, explains
why Silicon Valley companies believe so fervently in A.I. and why
they’re willing to take enormous risks to deliver on its promise.


Guest: Cade Metz, a technology reporter for The
New York Times.


Background reading: 


Why debt funding is ratcheting up the risks of the A.I. boom.

Amazon, Google, Meta, Microsoft and OpenAI plan to spend at
least $325 billion by the end of the year in pursuit of A.I.



Photo: Scott Ball for The New York Times


For more information on today’s episode,
visit nytimes.com/thedaily. Transcripts of
each episode will be made available by the next workday. 


Subscribe today at nytimes.com/podcasts or on Apple Podcasts and
Spotify. You can also subscribe via your favorite podcast app
here
https://www.nytimes.com/activate-access/audio?source=podcatcher.
For more podcasts and narrated articles, download The New York
Times app at nytimes.com/app.