Brent Goldfarb
Professor of entrepreneurship and strategy at the University of Maryland and co-author of Bubbles and Crashes, who explains economic bubble theory and its application to AI.
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Jan 28, 2026 • 29min
AI's Bubble Trouble?: 1. Is the AI bubble about to burst?
Brent Goldfarb, entrepreneurship professor and co-author of Bubbles and Crashes, and Melissa Heikela, Financial Times AI correspondent, discuss AI's sky-high valuations and whether a correction is coming. They compare today to the dotcom era, explain why hype and AGI belief keep funding flowing, and examine monetisation pressures, circular investment dynamics, and where AI may actually deliver value.
