The $2 Trillion AI Bubble Is About To Burst
Hunter and Daniel break down whether the AI bubble fueled by trillion-dollar compute plans, staggering losses, and OpenAI’s rumored bailout plea is finally about to burst. Along the way, they dive into GPT-5.1’s new personalities, Montana’s “Right to Compute,” the state of AGI in 2025, and why 2026 might become the year robots take over everything except the Billboard charts.
They Might Be Self-Aware · Hunter Powers, Daniel Bishop
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Show Notes
The AI bubble is cracking fast — from OpenAI’s bailout scare to a $2T compute binge no one can afford. Are we watching the start of the AI crash?
We also get into the fun stuff:
– GPT-5.1’s “personalities” (including the mysteriously missing flirty mode)
– Montana declaring the Right to Compute like it’s a frontier cult
– Whether AGI quietly arrived for text tasks
– And why robots might finally make 2026 the Year of the Hand™
If you like your AI news with a side of existential dread and two ex-coworkers arguing about the end of the economy… welcome home.
⏱️ CHAPTERS
00:00 GPT-5.1 & Weird AI Personalities – Flirty mode missing, GPT router slowness & the two tribes of AI users
06:42 OpenAI’s Money Pit – Bailout rumors, the “$2T” compute plan & why the AI bubble might actually burst
13:50 Government, GPUs & Obsolescence – Manhattan Project comparisons, economic doom loops & the end of human-paid compute
18:40 Montana’s Right to Compute – AI safety, manual overrides & why generative AI shouldn’t run critical infrastructure
22:56 AGI Check-In & Robot 2026 – Text-based AGI, Apple robot rumors & why AGI still can’t write a #1 hit song
⚡ Listen now & get self-aware before your tools do.
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🧠 They Might Be Self-Aware — but are we?