Is the "AI Bubble" real? We analyze "The Big Short" investor Michael Burry’s bet against the industry. Mike and Paul also break down MIT’s "Project Iceberg," which suggests 11.7% of the workforce is already exposed to replacement, and a new McKinsey report on the 7x growth in demand for AI fluency. Plus, Claude Opus 4.5, Artificial Superintelligence, political divides over AI, and more in our rapid-fire section.

Show Notes: Access the show notes and show links here

Click here to take this week's AI Pulse.

Timestamps:

00:00:00 — Intro

00:04:19 — AI Pulse

00:08:04 — MIT Study: AI Can Already Replace 11.7% of US Workforce

00:23:55 — Is There an AI Bubble?

00:33:24 — Political Divides Over AI Are Getting Worse

00:40:27 — ChatGPT Turns 3

00:46:59 — Claude Opus 4.5

00:49:19 — ChatGPT Shopping Research

00:52:30 — Google Encroaches on Nvidia’s Chip Dominance

00:55:58 — Suno Embraces Training on Licensed Music

00:58:48 — Insurers Retreat from Covering AI Risks

01:02:21 — Dwarkesh Podcast with Ilya Sutskever

01:08:41 — “AI 2027” Revises Forecasts to 2030

01:12:26 — The Thinking Game and AlphaFold

01:18:38 — DeepSeek V3.2

01:20:27 — Runway Gen-4.5

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