Azeem Azhar on the AI bubble debate: productive boom, uneasy financing
2C_ornot2C · x · 2026-10-21
Azeem Azhar joined Ezra Klein and Paul Kedrosky to debate whether AI is a bubble; Carlota Perez called it the best discussion yet on the topic. Azhar's view: AI remains a productive boom, but the financing is getting increasingly uncomfortable — and what matters is defining what evidence would change our minds either way.
Perez adds that whichever way it goes, we should be better prepared for the response than in 2008.
Related event: Azeem Azhar on the AI Bubble: Real Productivity Boom, Wobbly Financing(2 posts)→
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