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Cool Stuff Daily

The AI Craze And Where We May Be Heading - Pt 1

Cool Stuff Daily

Reggie Risseeuw and Marques Pfaff

News, Society & Culture, Science, Tech News

4.6739 Ratings

🗓️ 16 January 2026

⏱️ 13 minutes

🧾️ Download transcript

Summary

We might finally know what will burst the AI bubble Have a cool story you'd like us to share or cover? Contact us at coolstuffdailypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Hi, just leave on work now. Sorry, it's a bit loud.

0:03.3

Um, basically, so I was thinking we could get Macies tonight. Had a big Mac on my mind all day, and delivery fee on the app is now from 99P. So you win? Of course you are. Love you. Bye! Exclusively on the McDonald's app. 18 plus, service fee and small order fee may apply. Participating restaurants. Serving times and teas and seas apply.

0:25.7

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0:30.0

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0:34.0

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0:40.8

One night of winding down in every drop. Your moment of serenity.

0:47.9

Brought to you by twining sleep. Twinings. Alive in every drop.

0:58.6

Welcome to Cool Stuff Daily. My name's Marcus Paffin. Coming up on this special two-part edition of the show, AI.

1:07.0

It's the talk of the world right now. But have investors finally come to the conclusion that there is a limit to how far we can actually take this? We'll give you some perspective and provide a little bit of context, courtesy of BBC Science

1:11.4

Focus, coming up right now. Here's an interesting read about the subject matter of our time.

1:18.3

Artificial Intelligence. It comes to us from BBC Science Focus and author Tom Howarth.

1:23.9

A chill seems to be setting in over Wall Street. Tech billionaire Peter Thiel's hedge fund recently sold its entire $100 million stake in NVIDIA,

1:34.3

the world's most valuable chip company at the heart of the artificial intelligence boom.

1:39.3

Meanwhile, Michael Burry, famed for sounding the alarm before the 2008 financial crisis and Christian Bale's

1:46.0

depiction of him in the movie The Big Short, bet almost $200 million against the chipmaker.

1:52.0

Why would two investors of their caliber turn against a company whose share price has risen

1:58.0

almost 15-fold in five years? Partly because this isn't just an

2:03.1

Nvidia issue. The company makes the processors on which much of the AI industry rests, an

2:08.8

industry already worth trillions of dollars that is almost single-handedly driving U.S. economic

2:15.0

growth. But something in that growth story may be starting to fray.

2:19.4

Many researchers and investors now suspect that AI's astonishing momentum rests on a technical

2:25.6

assumption that may not hold forever. In other words, an AI bubble may be forming, and it could

...

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