Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
7/20/202642 min
(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble
(7:50) AI's real-world limits: why enterprise AI is harder than expected
(16:38) Transitioning to an AI-First Workspace
(21:26) Health & AI: self-directed healthcare and biometric data
(24:30) Politics, wealth tax, and AI as a truth-seeking force
(35:12) Knicks & Sports Talk
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First 90 secondsJason Calacanis· Host0:00
You and I lived through a couple of bubbles.
Mark Cuban· Guest0:01
Yep.
Jason Calacanis· Host0:01
We've seen this movie before. Um, and, and this wave seems very different than- Very different ... dotcom wave, so let's talk about that. Are you concerned about a bubble? We're seeing bubbly-like behavior. People- It's not, it's not the traditional dotcom bubble, right? Right.
Mark Cuban· Guest0:15
'Cause back then there were [beep] companies going public, getting crazy valuations, and people are buying them, and the stock would go up, you know, 50%, 100% with companies that had no revenue, no traffic, no nothing, and you'd go get a cab back then and people would be talking about them.
Jason Calacanis· Host0:29
Yeah.
Mark Cuban· Guest0:30
And you don't, you don't see that at all today. So it's not a bubble that's going to impact most people in the room, right? Or most people, um, across the US, but it could just destroy a lot of VCs and a lot of funds and a lot of PE, right? Because they're going all in. I'm going all in.
Jason Calacanis· Host0:48
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Mark Cuban· Guest1:22
I'm going all in. It used to be that product managers for brokerages had to outperform their numbers,