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AI Is Now The Biggest Bet In Human History ⚡️

Joe Scott | October 29, 2025



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In today’s Lightning Round video, I talk about the AI bubble, the Rivian R2, YouTube monetization madness, tell a ghost story, and RocketLab’s Neutron rocket development.

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TIMESTAMPS
0:00 – Intro
0:58 – What Would Joe Ask?
4:04 – How To Skip
8:07 – Would Joe Go To Space?
9:31 – Joe Tells A Ghost Story
16:21 – New Patreon And YT Members
17:24 – Tech Companies Hitting Milestones
23:21 – The AI Bubble
31:42 – Sponsor – Ground News

Written by Joe Scott

Comments

This post currently has 32 comments.

  1. @perkytxgirl

    October 29, 2025 at 5:58 pm

    Hank Green makes a great comparison to railroads – a technology can both be important and transformative and be a bubble at the same time. It isn't a bubble because the technology will never work but rather there are just too many large bets on it ahead of that actually happening.

  2. @reinerjung1613

    October 29, 2025 at 5:58 pm

    The AI or AGI thing is not gonna happen with current concepts. The paper claims that AGI agents will create learning data for AGI and make it better faster than humans can do. However, current efforts to train AI on data generated by AI shows that the quality of the AI based on that training data gets worse over time. Also the AI topic is in high risk to run out of funds, as they use way more money than they have as revenue. However, this is not a technical limitation just an economic one.

  3. @A55A553N

    October 29, 2025 at 5:58 pm

    I think the hypothesis that science would ever stop is a little bit outlandish I think there is a point that we will have so much becomes much more standardized and refined in our approach. But even if we could take all the time we need to develop the technology necessary to research and understand, 1 we are assuming the breakthrough in technology didn’t leave us with a different set of questions or even unlock a whole new currently unknown space. And 2. That nothing evolves, at the very least medical science will always be around to eradicate disease and viruses. Or even if anything organically evolves in response to man made changes. Evolution is perpetual, and science will always be around to study it.

  4. @j.jastner8374

    October 29, 2025 at 5:58 pm

    I'm not sure I agree with the premise that AI isn't profitable yet. There's lots of graphic related online programs out there making money, AI driven stock programs driving people, and tons of AI ad placement out there. That translates into dollars. These things are all side-technologies built on the way to AGI. I agree, it hasn't come close to meeting the investment put into achieving AGI, but the same could be said of the amount of money thrown into space – advances across multiple fields that has empowered the modern world. As to centralized control by the few over the many – yep. It's already bad. Hard to see how more centralized control could ever be good.

  5. @birdflipper

    October 29, 2025 at 5:58 pm

    I don't pay for premium, nor do I see more than one ad (often none) per video bc I use SmartTube which is completely free and works perfectly 99% of the time. It's an APK, but easy to install and has regular updates. I love having the ability to skip not only commercial advertisements, but also creator's self promotions or off topic sections of video without having to do so much as press a button bc it's all done automatically. Best app ever!!

  6. @titaniumteddybear

    October 29, 2025 at 5:58 pm

    1:40 Strangely enough I would argue that the Physical sciences have an end but the Social sciences do not. At some point humanity will have explained all the physical laws. Research in the physical sciences will be eternal because the laws of physics don't change. But social change will still be occurring. Social science research will still become obsolete after a certain period of time. It's just a question of whether it's decades (as it is now) or years. Or possibly even faster. Or, if humanity spreads to multiple colonies, centuries. Or even slower.

  7. @Neuralatrophy

    October 29, 2025 at 5:58 pm

    On the Starliner bit… It's a solid system, I would fly it… but only if they successfully tackled the locked thruster issue. They're kind of important. Backups are there to be backups, you switch to them in an emergency. Flying home on backups because the mains went down and you couldn't figure it out is a can of worms that dissolves trust.
    Starship is also picking up pace… They're at test flight 11 already and it looks like they're making plans to launch starlink gen 2s on the next run. I dunno where they're at with their lander version though but the primary work on the launch system itself is looking solid.

  8. @RedRouge-j4j

    October 29, 2025 at 5:58 pm

    New normal? Classic hubris from the new generation of influencers and spielmerchants. Yea, yea, its different this time. It always is. But the generation that didn't understand in 2008 – never heard of Samuel Clemmens who said "History doesn't repeat, it rhymes".

    Mark Twain since you ask.

  9. @HH-ru4bj

    October 29, 2025 at 5:58 pm

    So everyone knows it's a bubble. We also know that companies are pumping the stocks of their competitors like open ai investing heavily it's chip maker, and chip makers investing in servers, and servers investing in open ai. Everything on paper looks like stocks are soaring because they are. But with that structure, all it will take is a single distribution at any one of those points to crash everything. With Nvidia probably only having an intrinsic value of $145, but recently balued at just under $200, it'll be bad news for anyone that bought in after June.

    The problem with everyone knowing how fragile and over valued the AI market is, is that no one pumping the stocks can afford to pull out, and everyone else wants to ride the wave and try to time their exit.

    The worse part is that when it crashes it will drop below 50% even though the intrinsic value is higher than that. It will recover but given how incestuously invested they are in adjacent companies and industry, it will bring much if the unrelated market with it, legal services, fast food, trash pickup, mortgages, treasuries, even food prices because a lot of freight shippers use some kind of ai based system for tracking. It will affect everyone.

  10. @PaulZyCZ

    October 29, 2025 at 5:58 pm

    26:00 – Rule 80:20 (90:10) basically. For example it takes 20 % of the time (and people) to write 80 % of the code, but 80 % of the time to write 20 % of the code.

  11. @oddtherapy8919

    October 29, 2025 at 5:58 pm

    I hate that AI is everywhere these days. Can't fucking look something up without some AI feeding you misinformation. Can't do a group project without someone trying to involve AI. Can't even trust the content you're watching anymore because it could be AI generated. It's completely out of control and it's treating all of us as if we're too stupid to find things out for ourselves. We're being treated like babies and morons by algorithms that aren't even sentient and it's making us dumber and everything shittier. This is the shit dystopian novels tried to warn us about and here we are embracing it.

    We were told AI would help tackle climate change, that it would allow us to quit our jobs and still have money, that it would make everything better. None of those promises are being fulfilled and anything wrong that could be done with AI has seen the day. We have to be the most masochist species out there considering social media already made our lives fucking terrible and yet we keep asking for more ways to ruin ourselves.

  12. @micahzehnder5174

    October 29, 2025 at 5:58 pm

    The very question misunderstands science. Science has nothing to do with truth or knowing things, it has to do with creating useful models that are measured against reality. There is an infinite series of incrementally improved models of reality. So, once you properly understand what science is, it's ostensible that it ia an infinite game, not a finite one.

  13. @kevinsmith5287

    October 29, 2025 at 5:58 pm

    A lot of the time it seems like You Tube thinks the best place for an add is the middle of a sentence. It'd be nice if creators could add marks for adds at sensible time indexes.

  14. @Carmoflage

    October 29, 2025 at 5:58 pm

    About the "the whole economy will fall apart if we cant create a real AI"…
    HOW does this whole AI thing affact the roofers or any other human labor intensive work that a computer can not do?!
    I don´t think that it will have a serious effect on the economy if the bubble bursts, but the whole economy is more than just AI companys.
    I´m pretty sure the bakery next door couldn´t care less about AI not getting created because work has to dobe done by the guys anyway.
    It´s probably something else if we talk robotics that may can substitute human labor, but "just" digital AI… meh, the economy is way bigger than the companys who bet on it.

  15. @joemulkerins5250

    October 29, 2025 at 5:58 pm

    So, all the huge companies invest their money into Ai, and Ai turns out to be a flop (for whatever reason). The companies go bust, all of that money "propping" up the economy stops, the economy gets knocked back a few years, and the companies are never heard from again. I think that's probably the likely scenario if Ai is to fail. It will always be a little useful in the future though, assuming the worst case scenario.

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