The AI bubble talk is coming from inside the earnings calls

Tech Insider : Business, Style, Technology
AI bot blowing bubble

iStock; Rebecca Zisser/BI

  • The phrase "AI bubble" has recently been in the zeitgeist.
  • Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
  • Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.

There's a bubble in talk of an "AI bubble."

The world's biggest business leaders are talking about AI — and they predict 'some headline blow-ups'

Tech Insider : Business, Technology
Dario Amodel at dealbook
Dario Amodei, the CEO of Anthropic, discussed the possibility of an AI bubble at the DealBook Summit on Wednesday.

David Dee Delgado/Getty Images for The New York Times

Ex-Google CEO Eric Schmidt says AI isn't overhyped — the biggest gains from automating corporate work are still ahead

Tech Insider : Economy, Business, Technology
Former Google CEO Eric Schmidt at the America Business Forum at Kaseya Center in Miami on November 06, 2025.
Ex-Google CEO Eric Schmidt says AI isn't overhyped because the real payoff — automating the costly, boring backbone of business — is only just getting started.

Alexander Tamargo/Getty Images for America Business Forum

The AI boom has all 4 classic bubble signs — and it could pop in 2026 if interest rates rise, a top economist says

Tech Insider : Economy, Economy, Business
A mobile phone with a financial stock graph visible in the background in Brussels on November 11, 2025.
Ruchir Sharma says AI's explosive surge looks like a bubble that may burst in 2026.

Jonathan Raa/NurPhoto via Getty Images

'The bubble is ahead of us': hedge fund exec says investors still don't get how big AI is

Tech Insider : Economy, Business, Sports
headshot of Bridgewater Associates co-CIO Greg Jensen
Bridgewater Associates co-CIO Greg Jensen

Bridgewater Associates

'Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' — and he's betting against it and Palantir

Tech Insider : Business
A side-by-side image of Nvidia CEO Jensen Huang and short-seller Michael Burry.
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry.

Ezra Acayan/Getty Images; Jim Spellman/WireImage

Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'

Tech Insider : Business, Economy
Eddie Wu Alibaba
Alibaba's CEO, Eddie Wu, brushed off AI bubble fears and said that the Chinese tech giant plans to invest aggressively in AI.

XU KANGPING / Feature China/Future Publishing via Getty Images

Famed software developer Martin Fowler says his field is in a 'depression.' Here's his advice for junior engineers.

Tech Insider : Business
Two coworkers sit in front of a computer

Anciens Huang/Getty Images

'Big Short' investor Michael Burry just launched a Substack and took aim at Nvidia in his first post

Tech Insider : Business
Michael Burry, the investor of
Michael Burry, investor of "The Big Short" fame.

Astrid Stawiarz/Getty Images

The godfather of Meta's AI thinks the AI boom is a dead end

Tech Insider : Business, Crypto
AI researcher Yann LeCun, onstage at an event in Brooklyn, November 2025
Yann LeCun is a high-profile AI researcher at Meta who thinks Meta, and the rest of the AI industry, are taking the wrong approach to AI.

Max Lakner/Pioneer Works

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