Is the AI bubble about to pop?
The Take
Al Jazeera
4.7 • 748 Ratings
🗓️ 14 November 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
After years of hype and sky-high bets, artificial intelligence (AI) may be heading for a crash. Jobs, investments, and faith in the technology could all suffer. But could a burst bubble be good for the field’s long-term outlook? We speak to an AI industry insider.
In this episode:
- Paul Ford (@ftrain), president and co-founder, Aboard
Episode credits:
This episode was produced by Sarí el-Khalili and Marcos Bartolomé, with Phillip Lanos, Tamara Khandaker, Diana Ferrero, Farhan Rafid and Fatima Shafiq, and our guest host, Manuel Rapalo. It was edited by Kylene Kiang.
Our sound designer is Alex Roldan. Rick Rush mixed this episode. Our video editors are Hisham Abu Salah and Mohannad Al-Melhem. Alexandra Locke is The Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio.
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Transcript
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| 0:00.0 | Al Jazeera Podcasts. |
| 0:07.0 | Today, the artificial intelligence boom is showing cracks. |
| 0:15.3 | Investors are weighing market valuation concerns and growing volatility in AI stocks. |
| 0:20.0 | Top bank CEOs is also warning of a potential market correction. |
| 0:22.6 | So, is the bubble about to burst or will AI live up to the hype? |
| 0:27.6 | I'm Manuel Rapalo, and this is the take. |
| 0:35.6 | Hi, before we continue today's show, remember to leave us a comment telling us what you think about this episode and what stories you want us to do next. Or on your podcast app, leave us a review telling us where you're listening from. And give us a five-star rating while you're there. It helps the show. |
| 0:54.8 | My name is Paul Ford and I am the president of a board and AI startup that builds software |
| 1:01.0 | with AI. |
| 1:02.0 | Paul Ford, welcome to the take. Artificial intelligence seems to be everywhere right now. |
| 1:07.8 | It's in research labs. It's in classrooms. It's in offices. Obviously, |
| 1:11.6 | it's all over social media. We're seeing AI videos at this point and AI voices that are so |
| 1:17.1 | realistic. It's hard, if not impossible, to tell the difference between what's AI and what's |
| 1:22.3 | real life anymore. But at the same time, what also might not be so real is the hype. |
| 1:28.7 | It's this huge growth in the value of AI companies. |
| 1:33.0 | We're seeing headlines warning of an AI bubble. |
| 1:35.9 | Even Sam Altman, who is the CEO of OpenAI, |
| 1:40.2 | the parent company of ChatGPT and of SORA, |
| 1:43.1 | told the verge that AI is in a bubble. |
| 1:46.0 | What does that mean? |
| 1:49.4 | There are a few companies that have captured an unbelievable amount of value by releasing really radically new technology. |
| 1:57.1 | So OpenAI, Anthropic, and then sort of connected to that Microsoft. |
... |
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