Ep. #183: AI Job Automation, Is There an AI Bubble?, AI Political Divides & ChatGPT Turns 3,

Is the AI bubble about to burst, or is the workforce disruption just beginning? In Episode 183, Paul and Mike break down a controversial new MIT study (Project Iceberg) that claims AI can already replace 11.7% of the US workforce. We pair this with Michael Burry’s bet against the AI sector and his warning of a dot-com style crash.

Plus, we cover a massive week in model releases, including Anthropic's coding powerhouse Claude Opus 4.5, China's open-source disruptor DeepSeek V3.2, and Runway's new physics-defying video model.

Access the show notes and show links here:
https://podcast.smarterx.ai/shownotes/183

Click here to take this week's AI Pulse: https://docs.google.com/forms/d/e/1FAIpQLSfV0O-8PYNg-zIZyEnbiJn14t6805oRSNnN_nbrRhPXKYODAQ/viewform

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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