The One Reason AI Is NOT A Bubble

⏱️ CHAPTERS

0:00 Intro — Is AI a bubble?
0:58 “Bubble Boy” & defining in a bubble vs is a bubble
2:33 Core thesis: why AI isn’t a bubble
5:39 The “2% found, 98% to go” upside
6:58 Safety & public risk perception as adoption throttle
10:06 Guardrails and refusal/cutoff features (Anthropic, OpenAI)
12:09 Government buyers & model reliability (+ $1 offers)
15:34 Grok’s Spicy Mode: the real risk—deepfakes
18:39 Meta AI characters, minors & parental controls
26:28 Policy & economics: Illinois therapy ban; self-driving; capitalism vs insurance