39 min
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) The Circuit
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- Technology
Episode Summary
The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indicate a slowdown in AI. The hype around AI has been tempered by the realization that progress is slower than expected. The energy constraint is a topic of discussion, but improvements in hardware and software will continue to address this issue. The future of AI depends on the balance between compute power and energy efficiency.
Episode Summary
The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indicate a slowdown in AI. The hype around AI has been tempered by the realization that progress is slower than expected. The energy constraint is a topic of discussion, but improvements in hardware and software will continue to address this issue. The future of AI depends on the balance between compute power and energy efficiency.
39 min