The gargantuan bet on the future of A.I. is driving the U.S. stock market and economic growth. And the building of data centers&nbsp;is sucking up so many construction resources, it’s crowding out the construction of&nbsp;homes.The multitrillion-dollar question is: Will this bet pay off? Or is it a bubble, destined to burst and pull&nbsp;the economy down with it?&nbsp;Paul Kedrosky is a partner at SK Ventures, a fellow at M.I.T., and the author of a&nbsp;newsletter <a href="http://paulkedrosky.com" rel="noopener noreferrer">about A.I.</a>. He thinks we’re very obviously in a bubble. Azeem Azhar is a technology entrepreneur and the author of the newsletter <a href="https://www.exponentialview.co/" rel="noopener noreferrer">Exponential View</a>. He has a more optimistic take.This episode contains strong language.Mentioned:“<a href="https://nymag.com/intelligencer/article/ai-agent-flood-muse.html" rel="noopener noreferrer">Nobody Is Ready for the AI-Agent Flood</a>” by John Herman“<a href="https://open.substack.com/pub/exponentialview/p/what-is-bigger-than-ai?r=5fsys&utm_campaign=post-expanded-share&utm_medium=web" rel="noopener noreferrer">What is bigger than AI?</a>”&nbsp;by Azeem AzharBook Recommendations:“<a href="https://www.gutenberg.org/ebooks/145" rel="noopener noreferrer">Middlemarch</a>” by George Eliot“<a href="https://yalebooks.yale.edu/book/9780300205251/libertys-dawn/" rel="noopener noreferrer">Liberty’s Dawn</a>” by Emma Griffin“<a href="https://archive.org/details/insull0000unse" rel="noopener noreferrer">Insull</a>” by Forrest McDonald“<a href="https://us.macmillan.com/books/9781427200075/thedaytheuniversechanged/" rel="noopener noreferrer">The Day the Universe Changed</a>” by James Burke“<a href="https://www.gutenberg.org/files/47935/47935-h/47935-h.htm" rel="noopener noreferrer">Fathers and Sons</a>” by Ivan Turgenev“<a href="https://www.gutenberg.org/files/19942/19942-h/19942-h.htm" rel="noopener noreferrer">Candide</a>” by VoltaireThoughts? Guest suggestions? Email us at <a href="mailto:ezrakleinshow@nytimes.com" rel="noopener noreferrer">ezrakleinshow@nytimes.com</a>.You can find the transcript and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at <a href="https://www.nytimes.com/article/ezra-klein-show-book-recs.html" rel="noopener noreferrer">https://www.nytimes.com/article/ezra-klein-show-book-recs.html</a>&nbsp;This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Kate Sinclair, Mary Marge Locker and Julie Beer. Our senior engineer is Jeff Geld, with additional mixing by Aman Sahota and Isaac Jones. Our recording engineer is Aman Sahota. Cinematography by Kyle I. Kelley. Video editing by Steph Khoury and Dani Dillon. Our executive producer is Claire Gordon. The show’s production team also includes Marie Cascione, Annie Galvin, Kristin Lin, Emma Kehlbeck, Jack McCordick, Marina King and Jan Kobal. Original music by Pat McCusker. Audience strategy by Shannon Busta. The director of New York Times Opinion Shows is Annie-Rose Strasser.&nbsp;
Subscribe today at <a href="http://nytimes.com/podcasts">nytimes.com/podcasts</a> or on Apple Podcasts, Spotify and Amazon Music. 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. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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