Pablo Torre Finds Out Share & Bubble & Tell with Mina Kimes and Derek Thompson
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Mar 5, 2026 
Derek Thompson, a journalist on tech and the economy, and Mina Kimes, an NFL analyst and investigative reporter, spar over whether AI is a bubble or just the next Excel. They debate adoption signals, who wins and loses, risks of skill atrophy, and how AI shapes sports scouting, workplaces, and long-term industry change.
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AI Is Unavoidably The 2020s Big Story
- AI will be one of the defining stories of the 2020s because either it's a massive bubble or it's rapidly producing enormous revenue streams.
- Derek frames the choice: either AI collapses markets like past bubbles or scales to hundreds of billions in revenue fast enough to reshape the economy.
Coding Was The First Major Job Rewired By AI
- AI has already materially changed software development: models make programmers refuse to work without AI, showing rapid productivity adoption.
- Meter's benchmarks shifted from modest boosts to inability to find developers willing to be in a non‑AI control group.
Workplace AI Adoption Is Exploding
- Surveys show rapid workplace AI adoption: Gallup found ~45% of U.S. employees use AI at work at least a few times a year and daily use is rising quarter to quarter.
- Derek cites this to argue AI penetration is faster than historic tech adoptions.