The Artificial Intelligence Show #183: AI Job Automation, Is There an AI Bubble?, AI Political Divides, ChatGPT Turns 3, Claude Opus 4.5, Google vs. Nvidia & DeepSeek V3.2
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Dec 2, 2025 Is there really an AI bubble brewing? Investors weigh in on the threat of job automation, with studies suggesting over 11% of the workforce could be affected. As ChatGPT celebrates its third birthday, excitement builds around Claude Opus 4.5's capabilities. Meanwhile, political divides intensify over AI, and tech giants like Google and Nvidia clash in a battle for chip supremacy. Plus, insurers navigate the risks of AI, all while new models and tools emerge in the rapidly evolving landscape.
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Compete By Asking Why Hire A Human?
- Ask why someone would hire you instead of an AI agent and adapt your skills accordingly.
- Prioritize AI fluency, critical thinking, creativity, and interpersonal skills in your career development.
Bubble Claims Highlight Short-Term vs Long-Term Views
- Michael Burry bets against AI, arguing infrastructure spending may outpace end-user demand and create a bubble.
- Paul views winners and losers likely but still expects long-term acceleration of AI adoption.
Early ChatGPT Reaction Was Foreseen By Hosts
- Paul tested ChatGPT on day one and warned the marketing world would be unready.
- He and Mike had anticipated language models' impact years earlier while writing their 2022 book.
