Will the AI Bubble Burst?

Artificial intelligence has ignited one of the most spectacular surges of investment, hype, and technological promise, but some worry that the enthusiasm is resembling a bubble, with valuations racing ahead of fundamentals and enormous compute and energy costs that could undermine long-term profitability. But others note this bubble is different because AI is already embedded across the economy, not confined, and infrastructure is being created to sustain demand. Now we debate: Will the AI Bubble Burst? Arguing Yes: Ryan Cummings, Chief of Staff at the Stanford Institute for Economic Policy Research Arguing No: Magnus Grimeland, Venture Capital Investor; Founder and CEO of Antler Emmy award-winning journalist John Donvan moderates Join the conversation on Substack - share your perspective on this episode and

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Will the AI Bubble Burst? is an episode from Intelligence Squared U.S. Debates by Open to Debate.

This episode is 53:15 long.

This episode was published on Apr 16, 2026.

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