Nvidia and the AI Bubble? What bubble!
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Nvidia and the AI Bubble? What bubble!

42:18 Nov 21, 2025
About this episode
Nvidia says AI demand is “off the charts”, and Jeff Bezos has launched a new $6.2 billion AI start-up, but Google’s Sundar Pichai is warning that no company will be safe if the bubble bursts. So what’s really going on? Bubble or no bubble? Danny and Katie dig into the numbers and speak to venture capitalist Suranga Chandratillake from Balderton Capital about how to spot the real bets from the hype and where the next frontier lies.Image: Getty Hosted on Acast. See acast.com/privacy for more information.
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