After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified.Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so fervently in A.I. and why they’re willing to take enormous risks to deliver on its promise.Guest: <a href="https://www.nytimes.com/by/cade-metz" target="_blank">Cade Metz</a>, a technology reporter for The New York Times.Background reading: <ul><li>Why debt funding is <a href="https://www.nytimes.com/2025/11/10/technology/ai-data-centers-debt-risks.html" target="_blank">ratcheting up the risks</a> of the A.I. boom.</li><li>Amazon, Google, Meta, Microsoft and OpenAI <a href="https://www.nytimes.com/2025/09/16/technology/what-exactly-are-ai-companies-trying-to-build-heres-a-guide.html" target="_blank">plan to spend at least $325 billion by the end of the year</a> in pursuit of A.I.</li></ul>Photo: Scott Ball for The New York TimesFor more information on today’s episode, visit <a href="http://nytimes.com/thedaily?smid=pc-thedaily">nytimes.com/thedaily</a>. Transcripts of each episode will be made available by the next workday. 
Subscribe today at <a href="http://nytimes.com/podcasts">nytimes.com/podcasts</a> or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here <a href="https://www.nytimes.com/activate-access/audio?source=podcatcher">https://www.nytimes.com/activate-access/audio?source=podcatcher</a>. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Is There an A.I. Bubble? And What if It Pops?

The Daily

AI Chapters

AI Insights

Reviews