Podcast #79: AI boom or bubble?

LISTEN: The AI deals are worth trillions, but where is the money coming from and are we headed for a repeat of the dotcom crash?

Simon Shepherd Tue, 21 Oct 2025

In this episode of The NBR Podcast with Simon Shepherd: Boom or bubble? The chatter has ramped up after AI companies made deals with each other worth more than a trillion dollars. We speak to a senior analyst from the world's largest asset manager BlackRock and then get some input from the founder of Salt Funds, who’s seen it all before.

All the podcasts will be available to NBR subscribers first via the audio link above (just hit that play button in the audio section of this article). NBR subscribers enjoy exclusive early access to each new episode, ensuring they’re always a step ahead. Episodes will be available to the public every following Tuesday.

Listen now on your preferred podcast apps:

Apple Podcasts:

Spotify:

YouTube:

Feedback, story ideas, comments, all welcome – email simon@nbr.co.nz

Links to audio clips used here.

Simon Shepherd Tue, 21 Oct 2025

Contact the Writer: simon@nbr.co.nz

News tip? Question? Typo? Let us know: editor@nbr.co.nz

Categories

Analysis

Featured

Podcast #79: AI boom or bubble?

Free News Alerts

Sam Altman the kingmaker in too-big-to-fail AI era

Fear and loathing: Datacom CEO on the looming AI ‘correction’

US Govt shutdown can’t dim AI’s rise-up

Podcast #71: AI – productivity vs jobs?

BlackRock on what could derail the ‘AI mega force’

Sam Altman the kingmaker in too-big-to-fail AI era

Fear and loathing: Datacom CEO on the looming AI ‘correction’

US Govt shutdown can’t dim AI’s rise-up

Podcast #71: AI – productivity vs jobs?

BlackRock on what could derail the ‘AI mega force’