Every week, someone declares that the AI bubble is about to pop. But if history is any guide, we’re not even close.
This week on 60/40, the team unpacks the AI hype machine, from OpenAI’s cash burn and AMD’s US$90 billion chip deal to SoftBank’s robot empire and Deloitte’s AI-written government report.
The team asks the trillion-dollar question: What happens if OpenAI goes under? And it lands somewhere between teddy-bear bearish and irrationally bullish – yes, the hype is real, but we’re still in 1999, not 2000.
Tune in on your favorite platform: YouTube | Spotify | Apple Podcasts.
Timestamps
00:00 – Are we really in an AI bubble?
02:30 – Is OpenAI too big to fail?
09:10 – Capacity vs. demand
14:30 – Bubble math: from 1890s railroads to today’s AI hype
18:10 – Cross-investments, AMD warrants, and who really pays when the music stops
25:20 – SoftBank’s robot empire
31:00 – Deloitte’s US$440,000 AI flop vs. Bank of Singapore’s “10 days to 1 hour” win
40:50 – The vibe coding hangover
42:55 – Why Southeast Asia’s missing the data-center race – and why that’s okay
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