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The Bunker – News without the nonsense

The A.I. bubble – What happens when it bursts?

The Bunker – News without the nonsense

Podmasters

News, Government, Politics, Society & Culture

4.61K Ratings

🗓️ 23 October 2025

⏱️ 34 minutes

🧾️ Download transcript

Summary

Is the A.I. bubble about to burst? This week, the Bank of America reported more than half of global fund managers now think A.I. stocks are overinflated. So what happens if the hype finally bursts? Today on The Bunker, Seth Thévoz is joined by Ryan Cummings, chief of staff at the Stanford Institute for Economic Policymaking, to ask whether the future of A.I. could trigger the next big economic crash. Head to nakedwines.co.uk/thebunker to get 6 top-rated wines from our sponsor Naked Wines for £39.99, delivery included. • We are sponsored by Indeed. Go to https://indeed.com/bunker for £100 sponsored credit.   www.patreon.com/bunkercast  Follow us on BlueSky: https://bsky.app/profile/bunkerpod.bsky.social  Advertisers! Want to reach smart, engaged, influential people with money to spend? (Yes, they do exist). Some 3.5 MILLION people download and watch our podcasts every month – and they love our shows. Why not get YOUR brand in front of our influential listeners with podcast advertising? Contact ads@podmasters.co.uk to find out more. Written and presented by Seth Thévoz. Producer: Liam Tait. Audio editor: Robin Leeburn. Managing editor: Jacob Jarvis. Music by Kenny Dickinson. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This edition of The Bunker is sponsored by Naked Wines. I'm Seth Tevall.

0:04.8

And I'm Zoe Grunewold.

0:06.4

And here at the bunker, we don't believe in guesswork. We go to the experts for the best insights into news and politics. And why should wine be any different?

0:15.1

That's why we're pleased to recommend Naked Wines. I enjoy their Bariccas Gallaudoro Reserva from Portugal. Well, I'm trying their small and

0:23.9

small Savignon Blanc from New Zealand. Seth, tell me, what's your wine knowledge like? Very specialised,

0:30.6

so pretty good on things Portuguese, but non-existent on those other things. How about you, Zay?

0:35.5

I drink most anything, but I have to say I'm really enjoying the savenient blanc. It's citrusy, it's got notes of gooseberry. I could just drink the whole bottle. What makes naked wines so convenient is that they deliver top quality wines right to your jaw from world-class winemakers from across the globe, whether it's a French rosé, a New Zealand reisling, or even the Lebanese

0:54.8

syria, naked can help you find your next bottle to fall in love with.

0:59.0

And this premium doesn't have to come at a punishing price. By working directly with the

1:04.0

winemakers, they can pass on the benefit and offer bottles up to 33% less than typical retail

1:09.7

prices. Head to Nakedwines.co.com.uk forward slash the bunker to get six top-rated wines for

1:16.7

just £39.99. That's £6.67 a bottle. I repeat, that's six bottles of wine for just £39.99,

1:26.0

with delivery included.

1:34.9

That's Nakedwines.com.uk, Ford slash the bunker, to grab six bottles for just 3999.

1:36.6

Click the link in the description.

1:39.2

300 sensors.

1:42.3

Over a million data points per second.

1:47.0

How does F1 update their fans with every stat in real time? AWS is how.

1:49.0

From fastest laps to strategy calls,

1:52.0

AWS puts fans in the pit.

1:56.0

It's not just racing, it's data-driven innovation at 200 miles per hour.

2:02.3

AWS is how leading businesses power next-level innovation.

...

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