The AI Bubble Debate: What’s Really Going On
The AI Bubble Debate: What’s Really Going On  
Podcast: I've Got Questions with Sinead Bovell
Published On: Thu Nov 20 2025
Description: In this episode of I’ve Got Questions, I break down whether AI is in a bubble. Headlines insist AI is wildly overhyped and about to pop, while others claim there’s no bubble at all. What these headlines are missing though, is that the financial cycle and the technological cycle are not the same thing. A bubble may burst, AND the technology we have right now is already disruptive enough to change society, and we need to be prepared for both. 0:00 – Is AI in a bubble? Why this moment is more nuanced2:00 – The financial story moving faster than the real technology3:00 – The investment gap and trillion-dollar infrastructure bets5:00 – Fragile financing, circular investing, and expectations6:00 – Why a bubble might pop around data centers or a new breakthrough9:40 – What history shows about general purpose technologies12:35 – Why a correction matters for savings and retirement plans13:55 – Why we still need to learn how to work with AI Follow my work here: Website: ⁠⁠⁠⁠https://www.sineadbovell.com⁠⁠⁠⁠ Substack: ⁠⁠⁠⁠https://sineadbovell.substack.com⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠https://www.instagram.com/sineadbovell⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/sineadbovell⁠⁠⁠⁠ Twitter / X: ⁠⁠⁠⁠https://twitter.com/SineadBovell⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠https://www.youtube.com/Sineadbovell⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://www.tiktok.com/@sineadbovell⁠