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If AI is a bubble, what exactly is inflated?
On Friday's show I said bubbles burst when the value was never real, and this isn't that: "it's not fake value, it's not perceived value, it's not inflated value, which are the reasons for bubbles and bubbles that burst. … That's not this."
What I think it is instead: "the realest form of value in terms of activating any human that wants to get activated at any time, or for any problem to be solved."
If you're deciding whether to put your weight behind this shift, that's the case I make, in under a minute.
Watch the episode: https://valuefirststudios.com/media/episode/vf-ai-daily-2026-10-16
The next step