Episode publish date
November 10, 2025 2:18 PM (UTC)
Last edit date
Nov 16, 2025 4:43 PM
Last snip date
November 16, 2025 4:43 PM (UTC)
Last sync date
November 16, 2025 4:43 PM (UTC)
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Practical AI
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13
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Your snips
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[04:46] What Defines A Financial Bubble
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[09:28] Earnings Concentration Masks Risk
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[14:00] VC FOMO Fuels Valuation Surges
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[15:51] Market Betas Are High But Lower Than Dot-Com
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[12:03] AI Stock Dominance
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[20:30] Invest Based On Business Value, Not Labels
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[24:10] The AI Label Covers Vast Differences
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[26:57] Small Winners Dominate The Ecosystem
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[29:15] AI Ads In Airports Mark Mainstreaming
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[35:43] AI Is Deeply Rooted In Mature Research
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[40:24] Automation's Economic Feedback Loop
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[44:30] Use AI To Augment, Not Replace Skills
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