Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 14 November 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at the risks of the AI trade, and what happens from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	AI bubble fears are growing as Wall Street tries to do the math.
0:04.3	Let's break it down in the Big Technology podcast Friday edition, special report on the AI bubble with D.A. Davidson, head of technology research, Gil Luria.
0:15.9	That's coming up right after this.
0:18.5	Capital One's tech team isn't just talking about multi-agentic AI. They already
0:23.6	deployed one. It's called chat concierge and it's simplifying car shopping. Using self-reflection
0:30.2	and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It
0:37.0	helps schedule a test drive, get pre-approved for financing, and estimate trade and value.
0:43.2	Advanced, intuitive, and deployed.
0:46.0	That's how they stack.
0:47.3	That's technology at Capital One.
0:50.1	The truth is AI security is identity security.
0:52.8	An AI agent isn't just a piece of code.
0:54.8	It's a first-class citizen in your digital ecosystem,
0:57.6	and it needs to be treated like one.
0:59.2	That's why ACTA is taking the lead to secure these AI agents.
1:02.5	The key to unlocking this new layer of protection,
1:05.2	an identity security fabric.
1:07.1	Organizations need a unified, comprehensive approach
1:09.6	that protects every identity, human or machine,
1:12.7	with consistent policies and oversight. Don't wait for a security incident to realize your AI
1:17.4	agents are a massive blind spot. Learn how ACTA's identity security fabric can help you secure
1:22.6	the next generation of identities, including your AI agents. Visit octa.com.
	...

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