AI Bubble or Boom? The Market Debate You Can’t Ignore

Описание: One of the most commonly used phrases in the dotcom era was “It’s not a bubble but a new era”. Is it different this time? 

Watch our webcast featuring special guest Dr. Paul Kedrosky, Ph.D., a leading expert at the intersection of technology and economics. Co-hosted by Senior Investment Analyst Polyana Da Costa and Portfolio Manager Sudarshan Murthy, this discussion looks beyond the AI boom to explore bull and bear cases—and discusses whether it is a transformative innovation driving unprecedented amounts of spending or a looming bubble waiting to burst.

The guest speaker is neither an employee nor affiliated with GQG Partners. Opinions expressed by the guest speaker are solely their own and do not necessarily reflect those of GQG Partners.

00:00:00 Introduction & Background.
00:01:49 How Did We Get Here? Bubble Dynamics.
00:04:43 Bull vs. Bear Arguments.
00:06:09 How Isn’t This AWS?
00:08:49 Overbuilding Risk, Last Gas Desperation.
00:13:01 Show Us The Math.
00:38:02 Massive Datacenter Expenses.
00:43:41 AGI Myths & Limitations.
00:50:02 Energy Constraints & Physical Limits.
00:54:07 Bubble Timing & Market Consequences.
01:05:01 Why History Suggests Caution.