This week I discuss AI economics and explain the details behind the AI “Bubble” we read about.
Where is all this money for data centers coming from and where is it going? What are the business and economic risks of all this hyper-investment? Which vendors are likely to survive? And what’s going to happen to price we pay for AI chatbots, compute resources, and apps?
As you’ll hear, this is a big topic for the year ahead and you’ll understand why it’s time to sharpen your pencil as you plan and build you big AI solutions for the year ahead.
Like this podcast? Rate us on <a href="https://open.spotify.com/show/6wNbOm7DziZzPNFaHblYpI">Spotify</a> or <a href="https://podcasts.apple.com/us/podcast/the-josh-bersin-company/id1513832916">Apple</a> or <a href="https://www.youtube.com/playlist?list=PLQZ9eqPz3dlpiHOFxiI99K0tc1Npo1OW_">YouTube</a>.
Additional Information
<a href="https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers">Here’s why concerns about an AI bubble are bigger than ever (NPR)</a>
<a href="https://joshbersin.com/2025/11/gen-ai-is-going-mainstream-heres-whats-coming-next/">Gen AI Is Going Mainstream: Here’s What’s Coming Next</a>
<a href="https://joshbersin.com/2025/11/the-josh-bersin-company-partners-with-microsoft-on-copilot-tuning-for-hr-experts/">The Josh Bersin Company Partners with Microsoft on Copilot Tuning for HR Experts</a>
<a href="https://getgalileo.ai/?__hstc=238407455.5ecd221823b279c1e5ec71e2babbaa8a.1743986833368.1763770944310.1763999692373.160&amp;__hssc=238407455.2.1763999692373&amp;__hsfp=3416696620">Galileo: The World’s Trusted Agent for Everything HR</a>

<description>
 &lt;p&gt;This week I discuss AI economics and explain the details behind the AI “Bubble” we read about.&lt;/p&gt;
&lt;p&gt;Where is all this money for data centers coming from and where is it going? What are the business and economic risks of all this hyper-investment? Which vendors are likely to survive? And what’s going to happen to price we pay for AI chatbots, compute resources, and apps?&lt;/p&gt;
&lt;p&gt;As you’ll hear, this is a big topic for the year ahead and you’ll understand why it’s time to sharpen your pencil as you plan and build you big AI solutions for the year ahead.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Like this podcast?&lt;/em&gt; &lt;em&gt;Rate us on &lt;a href="https://open.spotify.com/show/6wNbOm7DziZzPNFaHblYpI"&gt;Spotify&lt;/a&gt; or &lt;a href="https://podcasts.apple.com/us/podcast/the-josh-bersin-company/id1513832916"&gt;Apple&lt;/a&gt; or &lt;a href="https://www.youtube.com/playlist?list=PLQZ9eqPz3dlpiHOFxiI99K0tc1Npo1OW_"&gt;YouTube&lt;/a&gt;.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Additional Information&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href="https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers"&gt;Here’s why concerns about an AI bubble are bigger than ever (NPR)&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href="https://joshbersin.com/2025/11/gen-ai-is-going-mainstream-heres-whats-coming-next/"&gt;Gen AI Is Going Mainstream: Here’s What’s Coming Next&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href="https://joshbersin.com/2025/11/the-josh-bersin-company-partners-with-microsoft-on-copilot-tuning-for-hr-experts/"&gt;The Josh Bersin Company Partners with Microsoft on Copilot Tuning for HR Experts&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;a href="https://getgalileo.ai/?__hstc=238407455.5ecd221823b279c1e5ec71e2babbaa8a.1743986833368.1763770944310.1763999692373.160&amp;amp;__hssc=238407455.2.1763999692373&amp;amp;__hsfp=3416696620"&gt;Galileo: The World’s Trusted Agent for Everything HR&lt;/a&gt;&lt;/p&gt;
&lt;p&gt; &lt;/p&gt;
&lt;p&gt; &lt;/p&gt;
&lt;p&gt; &lt;/p&gt;
&lt;h3&gt;Chapters&lt;/h3&gt;
&lt;ul&gt;&lt;li&gt;(00:00:00) - AI and HR Economics&lt;/li&gt;&lt;li&gt;(00:03:41) - Will AI Cost You Any Money?&lt;/li&gt;&lt;li&gt;(00:12:41) - The Future of AI Vendor Layoffs&lt;/li&gt;&lt;li&gt;(00:16:27) - Employee Experience: The Future of AI&lt;/li&gt;&lt;/ul&gt;
 </description>


                    This week I discuss AI economics and explain the details behind the AI “Bubble” we read about.
Where is all this money for data centers coming from and where is it going? What are the business and economic risks of all this hyper-investment? Which vendors are likely to survive? And what’s going to happen to price we pay for AI chatbots, compute resources, and apps?
As you’ll hear, this is a big topic for the year ahead and you’ll understand why it’s time to sharpen your pencil as you plan and build you big AI solutions for the year ahead.
Like this podcast? Rate us on Spotify or Apple or YouTube.
Additional Information
Here’s why concerns about an AI bubble are bigger than ever (NPR)
Gen AI Is Going Mainstream: Here’s What’s Coming Next
The Josh Bersin Company Partners with Microsoft on Copilot Tuning for HR Experts
Galileo: The World’s Trusted Agent for Everything HR
 
 
 
                

The Josh Bersin Company

AI Economics: Why Prices Are Going Up And The Big Shakeout Ahead

AI Economics: Why Prices Are Going Up And The Big Shakeout Ahead

Description