Is AI in a Bubble Right Now?

Marketing School - Digital Marketing and Online Marketing Tips

Eric Siu and Neil Patel

Careers, Business, Marketing

4.6 • 1.3K Ratings

🗓️ 7 October 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, Eric and Neil dive into the current state of the AI market, debating whether AI—and especially AI stocks—are in a bubble or represent lasting value. They analyze major players like Nvidia, explore the hype vs. substance in AI startups, and discuss how real revenue and fundamental adoption differentiate lasting winners. The conversation also covers shifting dynamics in SEO, the influence of Reddit on AI training data, and why proper attribution in marketing is harder than ever for brands and investors alike. TIMESTAMPS (00:00) Are AI stocks in a bubble? Nvidia, valuations, and market comparisons (07:30) Hype vs. lasting value: How to spot AI companies with real staying power (13:45) Venture investing, early-stage wins, and new challenges for angels (20:00) The Reddit effect: LLM training, SEO hacks, and content quality concerns (26:15) Attribution woes: Why tracking SEO ROI is harder than ever 𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗖𝗛𝗔𝗡𝗡𝗘𝗟 Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer. LEARN MORE ABOUT THE HOSTS Eric Siu – Leveling Up: https://www.youtube.com/@LevelingUpOfficial Neil Patel: https://www.youtube.com/@neilpatel FREE RESOURCES Growth Newsletter: https://levelingup.beehiiv.com/subscribe Ubersuggest: https://www.ubersuggest.com/ Answer The Public: https://www.answerthepublic.com/

Transcript

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0:00.0	Do you believe that AI is in a bubble right now?
0:02.8	More specifically, AI stocks.
0:04.2	So when you look at like an Nvidia, for example, or you look at any of these other tech stocks, do you believe it's in a bubble? Do you believe it's more, or do you think it's like 1999 or what do you think it's like? Are you talking about the valuations or the revenue? Both, actually. So let's let's let's look at value because people tend to look at valuations first. but I like to look at both valuation and revenue, right?
0:24.3	So like,
0:24.8	like, let's look about because people tend to look at valuations first. But I like to look at both valuation and revenue, right?
0:24.2	So like if we look at an aggregate, how do you look at it right now?
0:27.3	So I don't know if valuations are in a bubble or not.
0:31.0	While I look at the Nvidia Zara is they're the shovels, the picks, the axe of the gold rush.
0:36.6	Do I think there is a lot of fluff and AI and companies that are going to fail?
0:42.2	Yes.
0:43.1	Do I think the energy companies, the invidias and stuff like that are going to get crushed?
0:47.7	No, I think they're going to keep generating more revenue for a very long time.
0:52.3	Does that mean that their stock is going to go up or down?
0:54.7	That part, I don't know.
0:56.2	But they have so much demand because think about how much AI can power from helping with
1:02.4	cancer research and new drugs and formulas and all this kind of stuff.
1:07.2	It has solid use case.
1:09.2	The problem I'm seeing in AI, and this is what some people could assume is a bubble.
1:16.2	And what's a 24-hour VC, Harry something?
1:19.6	20 VC.
1:20.6	20 VC?
1:21.6	What's his name, Harry Stebings?
	...

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