Just how frothy is the AI Bubble anyway? | E2195

And if stocks go down, they have less money. So their concern is that, we're gonna take this kinda like a stick to the face. And I am curious what you think about how big the bubble could be today if you believe there is one. Yeah. So couple of things. These economists have predicted 11 of the last seven recessions and corrections, so they are extremely good at this. This Week in Startups is brought to you by Quo. Quo, formerly OpenPhone, is the number one business phone system that streamlines your customer communications. Get started free, plus get 20% off your first six months at quo.com/twist. Vanta. Compliance and security shouldn't be a deal breaker for startups to win new business. Vanta makes it easy for companies to get a SOC two report fast. Get $1,000 off for a limited time at vanta.com/twist. And LinkedIn ads. Start converting your b to b audience into high quality leads today. Launch your first campaign and get $250 free when you spend at least 250. Go to linkedin.com/ this week in startups to claim your credit. It's 10/20/2025. We got a full docket, and, let's get to work. There's a lot of debate about the AI bubble. Alex Wilhelm is here again. Alex, your thoughts? Yes, sir. And, You know, this, this big debate, I saw that, a lot of people are chiming in. A lot of people are chiming in. Yeah. Enough people have been chiming in, Jason, that I think the narrative inside both the world of finance and tech is this is a bubble. The question is just how much, when it will pop, and what the damage will be. You shared a New York Times op ed with us that was titled warning, our stock market is looking like a bubble written by Jared Bernstein and Ryan Cummings, two economists, and they're both former members of the Council of Economic Advisors under the Biden administration. So they're in the game, if you will. Their argument's pretty simple. They think that AI investment plans are too lofty. They found OpenAI's $1,000,000,000,000 spend coming to be a little bit incredible compared to its revenue. They also said that stocks today are too expensive looking at historical price earnings ratios, and they say that a lot of those gains are AI predicated. So essentially, the AI companies are doing very, very well creating risks. And that if this bubble does pop, yes, many of the companies that are making investments are well capitalized. But if the market falls, Jason, there's a thing called the wealth effect. And as you and I know, wealthy people own a lot of stocks. And if stocks go down, they have less money. So their concern is that, we're gonna take this kinda like a stick to the face. And I am curious what you think about how big the bubble could be today if you believe there is one. Yeah. So couple of things. …