Is the AI Bubble About to Burst? $5 Trillion Just Vanished

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This year, four tech giants will spend over $700 billion on AI. In October, AI and chip stocks lost about $5 trillion in less than a month. Is it a bubble? We go back to the tulips of 1637, follow the money (including the "circular" deals), check who really uses AI, and look at what the dot-com crash of 2000 teaches us. Then: what could actually change in your life if it bursts.

This is not investment advice.

Chapters
0:00 $5 trillion gone in a month
0:27 A house for a flower? (1637)
1:22 How much does your question cost?
2:28 The money that goes in circles
3:20 The October scare
4:10 What if it's not a bubble?
4:56 What 2000 teaches us
5:45 What changes for you
6:44 Game: bubble or not a bubble?
7:47 Watch next

Sources
• Big Tech AI spending in 2026: https://www.cnbc.com/2026/10/29/micro... · https://www.forbes.com/sites/jasonkir...
• About $5 trillion lost by AI and chip stocks since Oct 6 (Yahoo Finance): https://finance.yahoo.com/markets/art...
• Mid-October chip sell-off in Korea and Japan: https://www.cnbc.com/2026/10/15/sk-hy...
• Google's record one-day drop and Intel −29%: https://www.nbcnews.com/business/mark...
• OpenAI's projections (revenue and cash burn to 2030): https://letsdatascience.com/news/open...
• OpenAI's $70B annualized revenue target: https://finance.yahoo.com/technology/...
• Nvidia–OpenAI deal and "circular" concerns: https://www.axios.com/2025/09/25/nvid... · https://www.business-standard.com/amp...
• ChatGPT weekly users: https://techcrunch.com/2026/02/27/cha...
• Gemini monthly users: https://blog.google/innovation-and-ai...
• Tulip mania: Anne Goldgar, "Tulipmania" (University of Chicago Press, 2007)

Watch next
• Will AI Take Your Job? Yes — Unless You Do This →    • Will AI Take Your Job? Yes — Unless You Do...  
• How Does ChatGPT Work? A Simple Explanation →    • Como o ChatGPT funciona? Explicado de um j...  

AI-generated voices (ElevenLabs). Original script and drawings by the channel.
Music: "Mysterious Strange Things" (Yung Logos), "Y2K Heist" (Rod Kim), "Taking Flight" (Blue Deer Studio), "After Sunset" (Alex Jones / Xander Jones), "Level" (The Grey Room / Density & Time) and "Sky Is The Limit" (Anno Domini Beats), from the YouTube Audio Library.
Also available with Portuguese and Spanish audio (⚙️ → Audio track).

#AIBubble #AI #Stocks