Tech Bubble Expert: The AI Bubble Is Crashing, and You're NOT Ready
The CEO Retort with Tim El-SheikhShow Notes
The AI bubble is crashing, and it is time to look at the financial reality behind the hype with one of the world's leading experts on tech bubbles, Dr Jeffrey Funk.
We discuss how financial professionals are finally speaking up about the lack of real returns in the artificial intelligence sector. Jeff reminds us why businesses need actual revenue generation, not just high margins, which many of these companies currently lack.
We examine how the market focus has shifted away from the fundamental need to make money over the past two years. We break down why the lack of significant profits remains a major red flag for the entire industry.
Looking past the marketing, we assess whether these models can ever generate sustainable long-term revenue.
We also discuss whether business schools and VCs will finally change their theories post the AI bubble crash. Above all, what will the future of entrepreneurship be?Join the conversation and tell us whether you think the AI bubble will finally burst this year, and what consequences we will all face.
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Episode Notes & Citations: https://theretort.com/podcasts/ceoretort/2026/10/26/jeffrey-funk-the-ai-bubble-is-crashing-and-you-are-not-ready/
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