{"id":7596,"date":"2025-12-02T09:09:01","date_gmt":"2025-12-02T09:09:01","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?page_id=7596"},"modified":"2026-04-20T15:23:26","modified_gmt":"2026-04-20T15:23:26","slug":"tantras-mantra-podcast-episode-64","status":"publish","type":"page","link":"https:\/\/www.tantraanalyst.com\/ta\/podcast\/tantras-mantra-podcast-episode-64\/","title":{"rendered":"Tantra’s Mantra Podcast – Episode 64"},"content":{"rendered":"

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Listen & Subscribe On<\/strong><\/h2>\n

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00:00 – Intro<\/span><\/h6>\n
02:35 – Guest intro (Dr. Riad Hartani)<\/span><\/h6>\n
04:20 – Is #AI in peak hype cycle?<\/span><\/h6>\n
07:21 – What are the AI demand drivers? – Silicon\/hardware\/Infra, #LLMs \/#models \/apps\/services\/use cases<\/span><\/h6>\n
12:18 – Where is the #AIdemand coming from – #Consumers, #Enterprises, #SovereignAI ? How much of it is intrinsic\/real vs. artificial\/speculation vs. #FOMO<\/span><\/h6>\n
17:30 – Supply side of AI – #Hyperscalers, #Neoclouds, New investments<\/span><\/h6>\n
20:50 – Challenges of “If you build, they will come” of Neoclouds and new investment – Timing risk, possible workload, and architecture evolution\/change, flexibly, etc.<\/span><\/h6>\n
23:35 – Risk of current scale of #CircularAIEconomy \/ #CircularAIInvestment, especially for Neoclouds<\/span><\/h6>\n
25:40 – RoI concerns of AI, outside early wins like Coding, content generation, and #chatbots<\/span><\/h6>\n
30:20 – Consumer vs. Enterprise adoption, can monetization of the consumer segment hold till the expected Enterprise ramp?<\/span><\/h6>\n
34:26 – If it is a bubble, what could be some early indicators of it bursting – Lower #infra utilization, closed \/ #opensource win\/lose, wider silicon options?<\/span><\/h6>\n
37:20 – Who can survive if the #Burst ever happens – Bigger\/existing players vs. new entrants\/smaller players?<\/span><\/h6>\n
39:30 – Comparing and contrasting today’s AI situation with #Dotcom bubble – vision\/ideas, revolution\/evolution, timing, etc.<\/span><\/h6>\n
42:40 – Closing<\/span><\/h6>\n

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\u00a0If you want to read more articles like this and get an up-to-date analysis of the latest mobile and tech industry news, sign-up for our monthly newsletter at\u00a0TantraAnalyst.com\/Newsletter<\/span><\/a>, or Read our Tantra Analyst Insights Articles<\/a>.<\/span><\/span><\/h6>\n

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[vc_row fullwidth=”yes” css=”.vc_custom_1655705755086{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_row_inner css=”.vc_custom_1656333669175{padding-right: 110px !important;padding-left: 110px !important;background-image: url(https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2022\/06\/Podcast_Background_02_TantraAnalyst-1.jpg?id=4022) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column_inner width=”1\/3″][vc_empty_space height=”65″][vc_single_image image=”6577″ img_size=”Full” alignment=”center” style=”vc_box_shadow_3d” onclick=”custom_link” css=”” link=”https:\/\/www.tantraanalyst.com\/ta\/podcast\/”][\/vc_column_inner][vc_column_inner width=”2\/3″][vc_empty_space height=”60px”][vc_single_image image=”7608″ img_size=”full” alignment=”center” onclick=”custom_link” css=””][ucaddon_uc_minified_audio_player background_color=”#1b69df” audio_file=”wp-content\/uploads\/2025\/12\/Podcast_64_IsAI_aBubble_Analyst_Discussion.mp3″ autoplay=”autoplay”][vc_empty_space height=”50px”][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”50px”][vc_row_inner][vc_column_inner width=”1\/3″][vc_empty_space height=”50″][vc_column_text] Listen & Subscribe On [\/vc_column_text][\/vc_column_inner][vc_column_inner width=”2\/3″][vc_column_text] [\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”20px”][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”Previous […]<\/p>\n","protected":false},"author":1,"featured_media":7599,"parent":2304,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-fullwidth.php","meta":{"footnotes":""},"class_list":["post-7596","page","type-page","status-publish","has-post-thumbnail","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/pages\/7596","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/comments?post=7596"}],"version-history":[{"count":8,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/pages\/7596\/revisions"}],"predecessor-version":[{"id":7777,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/pages\/7596\/revisions\/7777"}],"up":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/pages\/2304"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media\/7599"}],"wp:attachment":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media?parent=7596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}