What’s the Deal with AI (SI)

Is AI a bubble? Colin has a one word answer. Then he takes it back.

This week on The Free Lunch Podcast, Colin and Greg follow the money behind the AI boom, from the hundreds of billions tech giants are pouring into data centers to the power grids racing to keep up. You’ll hear why Colin thinks electricity, not chips, could be the real bottleneck, and what a $200 laptop from Canadian Tire has to do with any of it.

They also look back at the tech wreck, ask whether this time is really different, and lay out the numbers that matter more than any headline.

Because AI is clearly real. As Colin and Greg see it, the harder question is whether all that money will ever pay its way.