David Kirsch
Historian and management professor at the University of Maryland, co-author of Bubbles and Crashes, specializing in the history and economic impact of technological innovation.
Best podcasts with David Kirsch
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Jan 30, 2026 • 13min
Bytes: Week in Review – Are we in an AI bubble?
David A. Kirsch, historian and management professor at the University of Maryland and co-author of Bubbles and Crashes, joins to compare AI to past tech booms. He outlines a four-factor bubble model and explains why technological uncertainty, infrastructure limits, investor makeup, and powerful narratives matter. He also considers how AI’s AGI talk and market structure stack up against historical patterns.
Jan 30, 2026 • 13min
Bytes: Week in Review – Are we in an AI bubble?
David A. Kirsch, a historian and management professor who studies technological innovation, joins to weigh whether AI fits historical bubble patterns. He outlines four conditions that predict tech bubbles and explains how new technologies destroy expertise and create uncertainty. He also discusses infrastructure limits, AI’s fit with bubble criteria, and how the AGI narrative could change everything.
