Will the AI Bubble Burst? Live with Hessie Jones and Andrew Opala

With the Mid-term elections underway in the U.S. and Canada also holding its key elections at all levels, including a key referendum in Alberta on whether citizens want to separate, there are concurrent implications of global instability, trade ramifications, two world wars and a question of economic and political allyship that befits every nation today.A critical driver, however is this uncertainty about the enormous AI tech debt that has implications on global markets, long term borrowing costs and the future of artificial intelligence.Andrew Opala, Founder and Managing Partner of Preference Capital, is an investor author of a recent book, Zero to Acquisition.Andrew’s experience in tech as well as his current role as investor puts him in a position to weigh in on the generative AI technology itself, its sustainability and its increasing integration into our politics, government and especially considering the technology risks against the financial return.

Things we discuss:

- What do investors look for in companies who have potential for investment?

- Anthropic potential IPO in November and the potential bubble collapse

- Economic implications of frontier lab debt, the bond markets and the AI bubble

- Is the business of generative AI sustainable? Will it lead us to a future that is good for humans?

- How AI can make us wish we were dead?

Enjoy!