#183: AI Job Automation, Is There an AI Bubble?, AI Political Divides, ChatGPT Turns 3, Claude Opus 4.5, Google vs. Nvidia & DeepSeek V3.2

Is the "AI Bubble" real? We analyze "The Big Short" investor Michael Burry’s bet against the industry. Mike and Paul also break down MIT’s "Project Iceberg," which suggests 11.7% of the workforce is already exposed to replacement, and a new McKinsey report on the 7x growth in demand for AI fluency. Plus, Claude Opus 4.5, Artificial Superintelligence, political divides over AI, and more in our rapid-fire section.

Show Notes: Access the show notes and show links here (podcast.smarterx.ai/shownotes/183)

Click here to take this week's AI Pulse. (docs.google.com/forms/d/e/1FAIpQLSfV0O-8PYNg-z…)

Timestamps:

00:00:00 — Intro

00:04:19 — AI Pulse

00:08:04 — MIT Study: AI Can Already Replace 11.7% of US Workforce

00:23:55 — Is There an AI Bubble?

00:33:24 — Political Divides Over AI Are Getting Worse

00:40:27 — ChatGPT Turns 3

00:46:59 — Claude Opus 4.5

00:49:19 — ChatGPT Shopping Research

00:52:30 — Google Encroaches on Nvidia’s Chip Dominance

00:55:58 — Suno Embraces Training on Licensed Music

00:58:48 — Insurers Retreat from Covering AI Risks

01:02:21 — Dwarkesh Podcast with Ilya Sutskever

01:08:41 — “AI 2027” Revises Forecasts to 2030

01:12:26 — The Thinking Game and AlphaFold

01:18:38 — DeepSeek V3.2

01:20:27 — Runway Gen-4.5

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