Is there really an AI bubble? Believers, skeptics & the numbers!

In this episode, we dive deep into one of the most debated questions in tech today: Are we living through an AI bubble or is this just the beginning of historic economic transformation? Starting from productivity and GDP growth, the conversation moves into the AI infrastructure arms race between giants like NVIDIA, Google (Gemini / TPUs), and ends with a grounded discussion on valuations, stock market expectations, and what users are actually willing to pay for AI tools.