Listen to legendary investor Marc Andreessen break down the 'lump of labor fallacy,' which argues that there's not a finite amount of work in an economy and that technological innovations create new industries.

AI investment may be the next major economic bubble

A video examines the massive surge in AI spending—forecast to hit $500B by 2026—and how this may be propping up a fragile US economy. Experts warn that if AI investment slows or under-delivers, the consequences could be felt in markets, jobs and growth.

OpenAI CEO Sam Altman has called OpenAI 'the most capital-intensive startup in history'

As of 2024, Silicon Valley was set to spend $1T in the coming years building AI. As companies, including Google and Microsoft, fling billions at AI dreams, concerns are rising about whether that money will ever be recouped. To learn about the argument that there is an AI bubble—and that it could soon burst if AI doesn't prove its worth—read this article.

Listen to Palantir CEO Alex Karp's outlook for how AI will change the economy

Palantir was an early leader in developing and implementing AI into its technology. When asked about the potential risks of AI (like the threat many say it poses to so-called "knowledge workers"), Karp has said that specialized knowledge or skills will inevitably become more valuable.

When your 9-to-5 becomes optional

You've seen the headlines. But what would actually happen if everyone's 9-to-5 became optional? We dug into the data. Traced automation philosophy back thousands of years. Examined what happened when elevator operators disappeared. Looked at Alaska's 40-year experiment paying every citizen. And investigated the Philippines, where 89% of call center jobs are now at risk. What we found was more positive than bleak. This video explores three questions: What does the data actually show? What does history tell us about this kind of disruption? And what happens when work becomes optional?

Will AI kill us all? A debate

As AI becomes a bigger part of our lives, what does that mean for the future of humanity? The podcast Entanglements hosts a pessimistic former OpenAI employee and an optimistic Princeton professor to discuss whether AI brings dystopia or a brighter future.

Artificial intelligence might make companies too efficient—which could trigger deflation

AI innovation will likely decrease costs for companies and lead to a large increase in supply. That dramatic increase could conceivably bring prices down but keep supply high. However, AI's real impact will likely be complicated by its impact on human labor and the cost of new technology.

AI expert shows the cyclical nature of AI hype—in 1988

Rodney Brooks wrote several decades ago about the boom and bust cycles of artificial intelligence. Starting from the 1950s excitement over ENIAC's multiplication through the second launch of then-novel neural networks, Brooks suggests AI progresses incrementally despite the hype.

Google’s CEO has warned that today’s AI boom shows ‘elements of irrationality’

An interview with Alphabet CEO Sundar Pichai warns that the trillion-dollar surge in AI valuations may contain clear signs of irrationality, echoing past tech bubbles. He says no firm—including Google—would be immune if the boom cools or bursts.

Hear what Michael Burry thinks about the possibility of an AI bubble

Since his success shorting subprime mortgage-backed securities in 2008, Burry's positions have often become influential, sparking conversations on platforms like X. In 2025, Burry drew attention for betting against Nvidia and Palantir for being overvalued companies.

Watch Ray Dalio explain how the economy works

Dalio describes the economy as a machine that runs on three main cycles: productivity growth, the short-term debt cycle, and the long-term debt cycle. Dalio says layering these three cycles on top of each other essentially creates a template for understanding changes in the economy.

Stephen Wolfram on AI's rapid progress & the "Post-Knowledge Work" era

AI, as a concept, has been around since at least the 1950s, but it's only in the last year or so that the technology has been able to equal humans at many tasks -- and in many cases surpass humans. In this podcast, mathematician and computer scientist Stephen Wolfram provides an AI 101, explaining how we got here, how highly advanced chatbots like ChatGPT work, and what our world is in store for next.

Warren Buffett has worried that AI might end up being as consequential as the development of the nuclear bomb

Berkshire Hathaway chairman Warren Buffett is one of the many people who’ve come face-to-face with the downside effects of AI, and in particular, deepfakes. He was recently shown a deepfake of himself in a video, which caused him to worry about how bad actors will take advantage of the technology.

Technological advancements are historically deflationary

Technological innovation can drive down costs and prices for businesses, which can increase real wages for employees. As a result, people have more money to spend and demand increases.

The Anthropic Economic Index shows AI adoption is highest in computer science roles

The analysis of millions of anonymized conversations on Claude aims to reveal how AI is being integrated into real-world tasks across the labor market. As of November 2025, 52% of conversations were classified as involving enhancing existing work products, while 45% involved using Claude for automation.

Euphoric narratives are just one indicator of an economic bubble

A conversation with investor Jeremy Grantham outlines the indicators he watches for bubbles, including extreme valuations. He then compares those signals to today’s AI boom, arguing it shows several early signs of classic speculative excess.

The role stories play in mass economic trends like bitcoin, crashes

Economics is dominated by numbers, but stories play a huge role in the emotional shifts seen within macroeconomic trends. For example, bitcoin is not just a cost-benefit winner, but a compelling tale of decentralization and independence. This is a 20-minute summary of Nobel prize-winning economist Robert Shiller's "Narrative Economics."

The major AI industry players are creating a web of circular investments

Bloomberg created a network diagram that shows how companies like Nvidia and OpenAI are fueling the AI money machine. The chart shows that many top AI companies provide significant investments to one another.

Ray Dalio has argued that American capitalism is broken, citing economic factors like a growing wealth divide

Dalio also points to stalling income growth, weak healthcare systems, and poor educational outcomes when arguing that American capitalism needs serious reform. However, critics point out that Dalio has amassed a large fortune by running the world's largest hedge fund and question whether Dalio really wants economic reform.

Generative AI may automate nearly 10% of tasks in the US economy

This automation is expected to impact both low- and high-wage roles, with those in customer service, food service, and office support being most likely to be affected. Large-scale investments in upskilling will be necessary to help individuals find new employment opportunities.

People are experiencing AI 'brain fry' at work

Workers, particularly in marketing, are experiencing mental fatigue in the workplace due to expectations—often unspoken—that they should use AI to multitask beyond their comfort levels. Many feel they are underperforming if they don't embrace this technology. This situation differs from typical burnout. This podcast discussion suggests that this "brain fry" tends to intensify when employees are required to use more than three AI tools.

Decoding the hype around AI

2022 was the year AI broke onto the scene, with applications like ChatGPT amazing users with its ability to generate realistic-sounding answers. Technologist Arvind Narayanan presents a clear-eyed view of what the technologies can (and can't) do.

Why blockchain applications are worth investing and building

Chris Dixon is a general partner at Andreessen Horowitz. In this hourlong podcast episode, Dixon shares his overall thesis for investing in the cryptocurrency space, the opportunities and limitations of blockchain applications, and why this is the most interesting area for investing and building over the next 10 years.

A podcast on America’s coming demographic crisis

This podcast explores how America’s coming demographic crisis is bad for employers. According to Bloomberg, businesses still need humans to make the economy work. However, too few workers in the US are actually working, and too few people are...

Visualizing the AI investment wave

This data visualization from Reuters shows how massive AI investment has become by December 2025—revealing that, in today’s dollars, spending has surpassed the combined total of the Apollo program and the Manhattan Project.

Some venture capitalists believe cryptocurrency will revolutionize global finance

Some of the brightest minds at Andreesen-Horowitz, one of the country’s leading venture capital firms, believe the cryptocurrency ecosystem will revolutionize global finance in the coming decades. This podcast recounts, through their view, the history of crypto, how it works, and trends they see emerging in the future.

Why cryptocurrency matters from Andreesen Horowitz general partner

In this hourlong video, Andreessen Horowitz (a16z) General Partner Chris Dixon discusses "Crypto Networks and Why They Matter," giving an overview of the cryptocurrency space, the transformative implications of its technology, and the potential for cryptocurrency networks to lead a new wave of innovation.

How to financially prepare if you think AI is coming for your job

One expert suggests contributing more money to an emergency savings fund and putting that fund in a high-yield savings account, maxing out employee benefits while still employed, and more.

Listen to an interview with a gig economy expert

In this podcast episode, the hosts sit down with NerdWallet Senior News Editor Rick VanderKnyff, a gig economy expert who explains why the sector grew during the COVID-19 pandemic, what defines a gig worker, how gig workers handle their finances, and more.

The basics of private credit—plus why it matters in 2026

This podcast episode—one of the best we found for explaining the ins and outs of private credit—details how private credit became a significant lender for the tech industry, and how AI could disrupt private credit investments.

The venture capital mindset is shaping the US into a 'portfolio state'

For decades, the US has operated as a low-regulation, private-sector-driven, globalized economy (also known as neoliberalism). In recent years, the Trump administration has taken direct stakes (rather than providing subsidies) in private companies with strategic products like semiconductors and rare earths. This paper argues the approach allows the US to capture the upside of growth.

Worth more than $14T, Silicon Valley may be getting too expensive for future founders

Silicon Valley, the 1,800-square-mile hub of tech innovation, reached more than $14T in market value in 2024. Home to industry giants like Apple and Adobe, its influence is undeniable. But rising costs and corporate relocations raise questions about its future.

Your iPhone started with a Cold War secret

Silicon Valley wasn't supposed to happen. A stretch of California orchard land somehow became the place that built the modern world: chips, PCs, the internet, the smartphone, and now AI. But the real story isn't the garage myth. It's a series of contradictions hiding in plain sight.

'Planet Money' debates the financial indicators that defined 2025

In this end-of-year episode, "Planet Money" stages a playful debate over which economic indicators best captured the chaos of 2025—from tariffs to AI bubbles—and which signals may matter most as the US economy heads into 2026.

Should companies be owned by their workers?

In the last half-century, so-called private equity has transformed industries by purchasing private companies, cutting costs, loading up debt, and then selling the business at a premium—all at a huge profit to the investors. Workers, on the other hand, are often left with nothing. Listen to how both pro-worker economists and a private equity stalwart are trying to shift ownership to workers—a growing tactic proven to improve worker satisfaction and company value.