The hidden forces driving the AI bubble

This episode was recorded on November 6th 2025.

Artificial intelligence has been the movement of the moment in recent years. Since it burst to prominence in 2022, hundreds of millions of people have started using AI systems every day – for everything from writing essays to coding software, generating art and planning their lives.

But with soaring valuations, constant hype, and growing concerns about how much these systems really understand, some experts and investors are starting to ask whether we’re heading for an AI bubble.

One of them is Gary Marcus, a scientist, author, entrepreneur, and one of the AI industry’s most outspoken critics. Over the years, Gary has become a leading voice in debates about artificial intelligence, and many of his predictions about where the technology is heading have proven remarkably prescient.

In this episode, Gary cuts through the noise and digs into hype vs reality, what current systems still can’t, and may never be able to do, and what a more reliable path forward might look like.

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