Uploaded June 2026 | Updated September 2026, 2 weeks ago

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Is AI really a bubble? Critics say so but they're asking the wrong question. Warren addresses various theories about an AI bubble and then takes on the real question. What is the underlying demand for AI now and in the future?

0:00 AI Bubble Bear Case
12:14 AI Bubble Bull Case
22:15 AI Demand
47:17 AI Memory Demand
50:56 AI Stocks Micron
54:28 Jeremy Grantham AI Bear
57:15 Neoclouds, Grok 4.5, OpenAI
1:05:30 Chat, AI Options, Building with AI

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#ai #bubble #aibubble