Notatki do odcinka
Everyone seems to agree AI is a bubble that's about to burst. But what if everybody's wrong? This week starts with a contrarian column arguing that roughly $1 trillion in AI build-out since 2024 is only about 2% of GDP, while past build-outs like the railroads and telecom reached closer to 25% before they peaked. At today's pace, AI wouldn't get there until around 2030. The hosts test the comparison against the Panic of 1873. Railroad track roughly doubled in the years after the Civil War, an...
