AI isn’t a bubble, it’s Tech evolution evolving

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Blain's Morning Porridge

Bill Blain

39 episodes

6 days ago

Bill Blain is well know market commentator and has published the daily Morning Porridge explaining markets sincee 2007. This podcast is a daily update of the Porridge.

Investing

Business

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All content for Blain's Morning Porridge is the property of Bill Blain and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Bill Blain is well know market commentator and has published the daily Morning Porridge explaining markets sincee 2007. This podcast is a daily update of the Porridge.

Investing

Business

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AI isn’t a bubble, it’s Tech evolution evolving

Blain's Morning Porridge

10 minutes 4 seconds

1 month ago

AI isn’t a bubble, it’s Tech evolution evolving

Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving

“The new, new thing will always be superseded by the next new, new thing…”

Michael Burry is not out. His Stuffed Turkey comments sound like a prophesy. AI is evolving fast and not necessarily in the direction the current market understands. Bewareno-see-ums. What if the current tech is a dead end, and the financials collapse? A big shift may become clear in coming months… and where to invest next!And let’s talk about bit-flips!