Episode 279: Live from Room 101

This week Dave and Gunnar go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble! Key Takeaways (The Correct Perspective): The concept of an 'AI bubble' is a persistent, troubling rumor. It is heresy. Nvidia's valuation is not speculation; it is the correct price for the tools that build order . The true return on investment for General AI is not measured…