Alan Shimel and Dan O’Brien break down the state of AI’s explosive growth—who’s winning, who’s bluffing, and whether the market’s showing early signs of a bubble. From NVIDIA’s dominance to Anthropic and Google’s race for control, the discussion digs into GPU shortages, data center bottlenecks, and the brutal reality facing smaller startups trying to compete. The episode closes with an honest look at what’s next for innovation in an overheated AI economy.