TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
TechCheck
- Published
- November 19, 2025
- Duration
- 31:45
- Summary source
- description
- Last updated
- Apr 17, 2026
Discusses business, investing, management, technology.
Summary
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave. In this Take, CNBC’s Deirdre Bosa breaks down the new signals investors are watching, …
Show notes
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave. In this Take, CNBC’s Deirdre Bosa breaks down the new signals investors are watching, the rising risks behind the spending, and what founders like Amjad Masad of Replit and Navrina Singh of Credo AI see from inside the cycle. Hos
Themes
- business
- investing
- management
- technology