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	Forwarded this email? Subscribe here for more   Exponential View by Azeem Azh… 🔮 How we’ll know if we’re in… 0:00 11:53   Listen now   🔮 How we’ll know if we’re in an AI bubble (history’s 5 warning signs) Azeem Azhar Sep 27   READ IN APP   Also on Apple Podcasts and Spotify Last week, we published Is AI a Bubble?, an essay setting out a clear framework for assessing AI’s $10 trillion question. The response to the essay was so strong that we distilled it into a short video and podcast for you – a quick guide to the framework and what it reveals about whether AI is a boom or a bubble. What you’ll learn: The framework: Our five gauges benchmark AI’s trajectory against past bubbles, from railways to dot-coms. Historical parallels and differences: What happens when AI’s capital build has the heft of the railways, but its assets burn out like dot-com servers rather than steel tracks? Investor implications: How to spot the signals that mark the shift from boom to bubble. Strategic takeaway: Why today’s AI cycle still qualifies as a boom. 🧭 Dive into the full framework in our original analysis. Thanks for all your questions and feedback. More to come soon. Upgrade to paid Ryan K. Rigney 7d By far the most thoughtful and interesting take on the “AI bubble” debate I’ve yet read: 22 2 Shinya Deguchi 2d One of the best articles to support the current AI boom (I’m usually a doomsayer) 1 1   Like Comment Restack   © 2025 EPIIPLUS1 Ltd Copyright © 2023 EPIIPLUS1 Ltd, All rights reserved Unsubscribe