web02.fireside.fm Tue, 14 Apr 2026 20:09:40 -0500 Fireside (https://fireside.fm) Dave & Gunnar Show - Episodes Tagged with “Ai Bubble” https://dgshow.org/tags/ai%20bubble Mon, 01 Dec 2025 06:00:00 -0600 David Egts and Gunnar Hellekson discuss privacy, security, robots, and internet ephemera. en-us episodic Not our circus, not our monkey. David Egts & Gunnar Hellekson David Egts and Gunnar Hellekson discuss privacy, security, robots, and internet ephemera. no privacy, security, robots, internet, open source, technology David Egts & Gunnar Hellekson gunnar@hellekson.com Episode 279: Live from Room 101 https://dgshow.org/279 da17a0cd-6d7b-45c5-ac68-698b81f95888 Mon, 01 Dec 2025 06:00:00 -0600 David Egts & Gunnar Hellekson full David Egts & Gunnar Hellekson This week Dave and Gunnar go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble! 9:44 no This week Dave (https://dgshow.org/hosts/dave) and Gunnar (https://dgshow.org/hosts/gunnar) go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble! Key Takeaways (The Correct Perspective): * The concept of an 'AI bubble' is a persistent, troubling rumor. It is heresy. * Nvidia's valuation is not speculation; it is the correct price for the tools that build order. * The true return on investment for General AI is not measured in commerce or email-writing, but in compliance. * The massive power consumption and centralization of the technology are not a bug, but a feature—it ensures only the Party can wield true AI. * The true 'killer app' of AI is the ability to rewrite the past perfectly and instantly, changing not just the record, but the memory. * A bubble is fragile. This new architecture of control is not a bubble, but the AI reality. * The numbers are meaningless. The only thing that matters is the fullness and the order. Further Re-education: * All corrected notes and the transcript that has now always been true can be found at dgshow.org (http://dgshow.org). We Give Thanks * Big Brother * O’Brien and Winston Smith for filling in for us! AI bubble, control, Nvidia, Nvidia valuation, generative AI, investment bubbles, Big Brother, re-education This week Dave and Gunnar go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble!

Key Takeaways (The Correct Perspective):

  • The concept of an 'AI bubble' is a persistent, troubling rumor. It is heresy.
  • Nvidia's valuation is not speculation; it is the correct price for the tools that build order.
  • The true return on investment for General AI is not measured in commerce or email-writing, but in compliance.
  • The massive power consumption and centralization of the technology are not a bug, but a feature—it ensures only the Party can wield true AI.
  • The true 'killer app' of AI is the ability to rewrite the past perfectly and instantly, changing not just the record, but the memory.
  • A bubble is fragile. This new architecture of control is not a bubble, but the AI reality.
  • The numbers are meaningless. The only thing that matters is the fullness and the order.

Further Re-education:

  • All corrected notes and the transcript that has now always been true can be found at dgshow.org.

We Give Thanks

  • Big Brother
  • O’Brien and Winston Smith for filling in for us!
]]> This week Dave and Gunnar go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble!

Key Takeaways (The Correct Perspective):

  • The concept of an 'AI bubble' is a persistent, troubling rumor. It is heresy.
  • Nvidia's valuation is not speculation; it is the correct price for the tools that build order.
  • The true return on investment for General AI is not measured in commerce or email-writing, but in compliance.
  • The massive power consumption and centralization of the technology are not a bug, but a feature—it ensures only the Party can wield true AI.
  • The true 'killer app' of AI is the ability to rewrite the past perfectly and instantly, changing not just the record, but the memory.
  • A bubble is fragile. This new architecture of control is not a bubble, but the AI reality.
  • The numbers are meaningless. The only thing that matters is the fullness and the order.

Further Re-education:

  • All corrected notes and the transcript that has now always been true can be found at dgshow.org.

We Give Thanks

  • Big Brother
  • O’Brien and Winston Smith for filling in for us!
]]>