Wait, why did Sam Altman say AI was in a bubble? Or did he? Is it? 8 points for you to consider, before we all get distracted by Nano Banana.
00:00 - Introduction
01:14 - Sam Altman Clarification
02:30 - Media Calls a Bubble (for the tenth time)
03:40 - MIT and McKinsey Analysed
08:21 - Incremental Progress Deceptive
12:07 - Reasoning Breakthroughs
15:31 - CEOs might not know their products
17:25 - But did stocks go down?
17:31 - Media is Contradictory of course
...