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00:00 – Bubble or Boom?
01:20 – $2B, No Product
03:00 – $32B Valuation Shock
05:00 – Superintelligence Bet Explained
06:50 – Meta’s AI Gamble
08:10 – Hype vs History
09:45 – Tech Doesn’t Work?
11:30 – Study Misleads Investors
12:30 – AI ≠ Just Chatbots
13:30 – Winter or Revolution?
14:35 – Goldman Sachs Doubts
16:00 – Musk’s $80B Bet
17:00 – VC Cash Shortage
18:15 – OpenAI Collapse Possible?
19:10 – Gary Marcus Warning
20:30 – AGI is Overhyped?
21:30 – Bubble Could Help
23:15 – Lessons from Dotcom
24:45 – Nvidia’s Real Profits
26:00 – Robots Replace Labor?
27:30 – Worth $10 Trillion?
Links From Todays Video:
https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html
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LEMMiNO – Cipher
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LEMMiNO – Encounters
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