Science & Technology
Is the AI Bubble About to Burst? | Henrik Zeberg | TED
We are living through what may be the largest economic bubble in history, spanning AI, cryptocurrency and tech company stocks, says financial analyst Henrik Zeberg. He explores why the current AI-crypto bubble mirrors the great economic frenzies of the past, revealing the psychological forces behind them — and why it looks like we’re repeating the…
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@eamonjun
December 19, 2025 at 11:22 am
He basically went off a tangent and bitched about crypto even though the title is about AI?
@CarbonMotorsEU
December 19, 2025 at 11:30 am
Exceptionally weak talk… why did the US government took the crypto as mainstream this yeat? It has to do with currency/dollar dominance, especially where local currencies are weak… And again the tulips card 😉
@oKOMAPo
December 19, 2025 at 11:32 am
US didnt, scammer Trump did. Scammers and grifters create crypto and then rug pull the stickers. You all fall for it, you are not smarter than everyone else.
@oKOMAPo
December 19, 2025 at 11:31 am
All the investors into the bubble: he only says it to buy low 🤣
@genhen
December 19, 2025 at 11:37 am
only a bubble if we don’t make AGI
@cristiavdn4434
December 19, 2025 at 12:13 pm
if you don’t make AGI tomorrow. This circle jerk of the top tech companies is not sustainable long term hence the bubble. The markets can crash to dust way before some mythical AGI is achieved in next 10+ years.
@AdityaMehendale
December 19, 2025 at 11:39 am
Appeal to authority, speculation, loose tangents, bla-bla.
No, I have zero crypto, also zero shares in AI. And yet, I feel I just wasted 8.5min of my life. Boo.
@Jasonxbr
December 19, 2025 at 11:47 am
Yes, hurry up and 🤯 💥
Ai is the energy and water hogs and pollution causing to the environment but who lives near one.
@talk998
December 19, 2025 at 11:54 am
how stupid you are! you said bitcoin is bubble with no reason.
@xiphoid2011
December 19, 2025 at 12:00 pm
The truth is that no one knows if something is a bubble or not until after it burst (or not burst). This is the nature of a bubble. Beware of anyone who claims they know for certain.
@pablovicentico
December 19, 2025 at 1:31 pm
Michael Burry and some others new about 2008 sub prime bubble, didn’t they? It is very will documented they were able to see it.
@xiphoid2011
December 19, 2025 at 7:15 pm
@pablovicentico They could have just as easily been wrong. They were guessing. They did not know for certain. Nobody knows for certain, but some people will guess correctly.
@loverin1615
December 19, 2025 at 12:09 pm
He was just stating the obvious, and it was one of the worst TED Talks I’ve ever seen. Was the fairy tale of ‘The Emperor’s New Clothes’ even necessary?
@adamkencki
December 19, 2025 at 12:10 pm
what a load of random crap. this was a waste of everybodys time.
@TheMrPits
December 19, 2025 at 12:16 pm
When they keep thinking Ai works to help HR hire people it’s not a bubble it’s a god damn crime. The people who are trying to find work can’t thanks to a false trust in ai’s ability and implementation. Not just a bubble but a piece of the reason it’s destroying lives. It’s criminal!
@Pupkin23
December 19, 2025 at 1:35 pm
that’s the difference between ted and tedx
@lemonwidget
December 19, 2025 at 1:39 pm
In real bubbles, the price crashes and the product disappears. Bitcoin has crashed many times and after each one it comes back stronger — higher hash rate, more users, and better infrastructure. If anything, it behaves like an anti-bubble. Calling it a “cancer” ignores 15 years of survival through bans, frauds, and 80% drawdowns. A serious critique starts with understanding the technology and spending some time to learn it. Something most people are far too lazy to do.
Buffett is the GOAT of 20th-century value investing, but his model requires a company to have a CEO, a balance sheet, and a cash-flow check. Bitcoin isn’t a company; it’s a protocol, like the Internet or TCP/IP. Buffett also famously missed out on Amazon, Google, and Apple for decades because he ‘didn’t understand them.’ He’s great at valuing Coca-Cola, but he’s never been the guy for transformative digital tech.
@omitewary91
December 19, 2025 at 1:47 pm
What a waste of time! Calls out the bubble because the chart is rising without providing any solid reasons. Revenue, earnings, and free cash flow have grown explosively. But hey just look at the stock price and call it a bubble!
@Bobkanada
December 19, 2025 at 1:48 pm
Cryptos. Coming toi an end soon! My humble opinion. Try buying tulip bulbs instead.
@sonicase
December 19, 2025 at 2:52 pm
might lol
@waxoman
December 19, 2025 at 4:18 pm
crypto is all a scam
@nchhon
December 19, 2025 at 4:33 pm
Does this dude have hella short positions? Sounds salty he missed out on his btc investment and his friends cooked on eth.
@r4fken
December 19, 2025 at 5:39 pm
The sooner the better….
@RonMalouin
December 19, 2025 at 6:29 pm
It doesn’t surprise me that old school investors would be against bitcoin. But, AI is the future of mankind, get onboard or get crushed.
@Sonder2030
December 19, 2025 at 6:40 pm
Truly lazy take, do better Tedx
@nGAhGENVH0Ul
December 19, 2025 at 7:12 pm
I’ve been saying Bitcoin is a bubble for the longest time and it’s proven me wrong again and again. Henrik might be right, but the truth is nobody knows.
@ShinChven
December 19, 2025 at 7:13 pm
Does this man even understand what’s AI?
@PhilipStruthers
December 19, 2025 at 7:28 pm
One of the least substantive talks i’ve seen, make sure to mark it as TEDx instead of TED cause this guy didn’t have anything valuable to say
@NeonsStyleHD
December 19, 2025 at 7:57 pm
The more people worry about this, the more likely it is to burst because the psychology of the market is just waiting for the first crack to appear, and then it will crash. This is not likebthe Dot Com bubble, because then, those businesses did not look after the fundamentals and revenue, so it collapsed. This is not true of the AI companies. Sure, Open-AI has a revenue concern, but it’s still healthy. Panic induces panic!
@1starreview
December 19, 2025 at 8:12 pm
Very boring video!
@Lyvus
December 20, 2025 at 4:56 am
Just opinion, not facts.
@jesseliverless9811
December 20, 2025 at 5:50 am
Thanks, I learnt nothing from this talk
@cheersmodreams691
December 20, 2025 at 5:58 am
1. The Internet bubble was as much about Y2K as it was about the internet because it forced a massive purchase of new tech gear that crushed future demand. 2. A history of bubbles, so what. 3. The Market is not the economy so the GDP ratio doesn’t mean much. 4. Yes there is an A.I bubble but nothing is said here about what it is or when it will burst.
@StefanDanov
December 20, 2025 at 7:00 am
The whole money system is a rat poison cubed.
@D.Enniss
December 20, 2025 at 7:44 am
TED is starting to lower its standards isn’t it? I remember the days where speakers were incredibly smart and their talks were very engaging. This? *This is shameful*
@lifemotivation6789
December 20, 2025 at 8:04 am
If the greatest investors in history call it ‘rat poison,’ it’s worth asking why—before chasing hype
@sabrejet3278
December 20, 2025 at 9:47 am
Most of these comments are obviously bots. All useless criticisms without any actual substance.
@ENDEAVOURSYourmother-yd6ki
December 20, 2025 at 10:09 am
I pooped watching this
@Jacob99174
December 20, 2025 at 4:19 pm
And apparently devoured my mother??
@zettaiengineer4202
December 20, 2025 at 10:56 am
You own bubble assets: Terrible TED talk. It’s different this time. The speaker is an +o!p!
You missed the train: Excellent speech. Crash is coming. The speaker is a prophet.
@stanleykania7184
December 20, 2025 at 11:34 am
OpenAI estimates ~220 million paying ChatGPT users by 2030 — about 8.5 % of its projected 2.6 billion weekly users.
@stanleykania7184
December 20, 2025 at 11:35 am
Only 3% of A.I. users pay right now.
@drinkingrobot2252
December 20, 2025 at 12:03 pm
The dumbest smartest ppl host TED Talks
@jejejejejesss
December 20, 2025 at 1:12 pm
This talk missed the mark. The AI bubble is rooted in physical data centers and the valuation of the growth of cloud based computing systems.
@Miguel_AI
December 20, 2025 at 2:44 pm
This is what a vibe-coded presentation looks like. It’s like a poorly made high school report.
@johnm7251
December 20, 2025 at 3:34 pm
I agree 100%. There is nothing of intrinsic value behind these Crypto and AI assets. A ponzi scheme for the low IQ
@WeirdDeath
December 20, 2025 at 3:45 pm
Who is this guy… I dont trust him
@gerald1964
December 20, 2025 at 3:58 pm
All financial bubbles depend on readily available low cost cash from financial backers such as lending institutions and other investors. This discussion seems to not touch on these points.
Trends do tend to last longer than you might think is rationally possible – both to the upside and the downside. The Great Depression for example effectively lasted for over ten years for example.
@Jacob99174
December 20, 2025 at 4:16 pm
AI bubble doesn’t even exist yet
Unless you mean the stock market, which he’s STILL wrong…
🤷🏿♂️
@freedomfighter-1776
December 20, 2025 at 4:49 pm
You can’t tell this stuff to the zealots and cult leaders like saylor. Crypto is 100 percent speculation on human psychology and has no necessity in everyday life. Look I’m not endorsing fiat either, it isn’t that much better, the ultra wealthy understand this and own mostly assets. When the heard goes against crypto the fireworks will be enormous.
@Nesa-g3z
December 20, 2025 at 5:17 pm
سلام ممکنه زیر نویس فارسی را هم اضافه کنید به کل ویدیوهای تان با تشکر فراوان از اولین ویدیوی تان تا الان با تشکر فراوان
@carlosrayortiz
December 20, 2025 at 5:25 pm
He right about both being bubbles. but he showed more evidence on crypto vs AI. Weird title doesn’t line up to the ted talk.
@drtomgao
December 20, 2025 at 6:06 pm
does he know the difference between bitcoin and AI? Topic is AI Bubble but he keeps on talking about bitcoin? I also agree that AI is a bubble but just found it strange he keeps on talking about bitcoin.
@warrenb2856
December 20, 2025 at 7:28 pm
By far the most uninformed Ted Talk every!
@tylrhwkns
December 20, 2025 at 7:35 pm
Got it. He’s bitter because he missed his opportunity when others capitalized
@chuck3ization
December 21, 2025 at 6:59 am
Haters gonna hate. He missed the boat and now is mad about it. And Bro, please, work on your presentation skills.
@desmondseow
December 21, 2025 at 7:24 am
Thanks all! Fortunately I read the comments a couple minutes in, ta!
@Filipeandremarquesso
December 21, 2025 at 7:38 am
😂😂😂 So much coments that prove that FOMO is a reality 😂😂😂
@johanlindqvist2956
December 21, 2025 at 7:56 am
Check fractals it’s a long way to go yet in terms of price. Btc will go to 500 k plus before it all come dwn it will be mid September of 2026.
@keyval-o7n
December 21, 2025 at 7:57 am
When you see the Top money, wealth and market share hoarders and conquerors centralize their capital in these technologies and you see Cults like the banks and investment gangs , like BlackRock and other Cults, you know they are going to “lose” a few trillions that you need to pay back with your last 5eu… Or else…
@Jon-qp9ew
December 21, 2025 at 8:04 am
Who is this guy? I found out he holds a Master’s in Economics. I guess anyone can make a TED talk these days
@COINKING-g8t
December 21, 2025 at 8:17 am
Farmers don’t get paid in bitcoin.and if the bubbles breaks we don’t eat 😮😮😮😮
@namenamename635
December 21, 2025 at 8:30 am
Nah
@ThatResetButton
December 21, 2025 at 8:55 am
Warren Buffet has been saying that Bitcoin was a bubble since 2017 when it is starting to take-off bigtime before it dropped from 20K to around 3, 4K start of 2019. Now it hit 120K and currently hovering around 87K. The only reason WB and his billionaire friends said what they said is because they themselves have missed the train.
@sylvainh2o
December 21, 2025 at 10:12 am
Also comparing Crypto to AI is wild and makes no sense. Ai is it’s own thing so is Crypto.
@dubliners0999
December 21, 2025 at 10:37 am
Is the AI Bubble About to Burst? Yes.
@agoogleuser2369
December 21, 2025 at 11:23 am
Isn’t this supposed to be a talk about the AI bubble? He just rambled on about FOMO, human psiche, bitcoin… Seriously. Just take this video down.
@zzzIaMzzz1
December 21, 2025 at 12:37 pm
His shiny belt made me think what year it was recorded
@NetomaMusic
December 21, 2025 at 1:01 pm
Strong accent 😢, is this english or german, please help. I will keep buying stocks because prices still goes up and up and up. Invest right now, i don’t care about the bumble. Buying stocka every single day
@ForceMassMotion-b6v
December 21, 2025 at 1:26 pm
He has rubbish trainers. I’m out!
@Cognitoman
December 21, 2025 at 1:29 pm
Yeah they everyone will get bailed out, and citizens will have to pay the bill
@Craul08
December 21, 2025 at 1:34 pm
The part that’s actually about AI starts at… well I still haven’t got there.
@beakerfish72
December 21, 2025 at 2:05 pm
I THINK BUBBLES BURST BECAUSE OF REALITY AND JUSTIFICATION. PEOPLE RIDE THE ENTHUSIASM UP AND TRY TO GET AS MUCH OUT OF IT AS THEY CAN WITHIN WHATEVER THEY ARE WORKING WITH. BUT, ULTIMATELY, REALITY AND JUSTIFICATION TAKE HOLD. I.E. I THINK THAT PLTR FORWARD RATIO WOULDN’T STAY AT 193 FOR NEXT 30 YEARS. THEY WOULDN’T EXPECT THAT. THEY WOULDN’T ALLOW THAT. EITHER EARNINGS GO UP TO FORCE THE FORWARD PE LEVELS TO NORMAL LEVELS. OR, THE STOCK PRICE DROPS TO FORCE THE FORWARD PE LEVELS TO NORMAL LEVELS. WHY? IN HISTORY OF STOCK MARKET, THIS GROWTH RATE AND HASN’T OCCURRED OVER 30 YEARS. FOR IT TO HOLD AT YEAR 30 MEANS THAT THEY EXPECT TO CONTINUE EVEN FURTHER. IN THE STOCK MARKET, YOU CAN BUY OTHER STOCKS WITH GROWTH WITHOUT TAKING ON THIS CRAZY RISK. SO, WHY DO IT? WARREN BUFFET AND OTHERS THAT MADE BILLIONS IN THE STOCKS MARKET DIDN’T MAKE THE MONEY BY CHASING AFTER SUCH AN OPPOTUNITY. THEY MADE THEIR MONEY PUTTING THEIR MONEY INTO UNDERVALUED OR RELATIVELY UNDERVALUED. LIKE BUY $5 CAN OF SOUP WITH SAME LABEL INSTEAD OF $5.5. IT’S MORE COMPLICATED THAT THAT. MAYBE, TOO SIMPLIFIED.
@AmitVyas
December 21, 2025 at 2:42 pm
Earth is not flat. No matter what you believe.
@rambosnowmanhorse
December 21, 2025 at 4:33 pm
havent heart a single argument on why its actually a bubble 🙂
@napmeister_82
December 21, 2025 at 4:33 pm
So he gave great advice to step in to invest.
Buffet quoted “cash is king”
@rambosnowmanhorse
December 21, 2025 at 4:34 pm
people in the audience clapping like that king servants xD
@hardeepsinghbhatia5503
December 21, 2025 at 5:01 pm
Worst ted ever
@Alberto62728
December 21, 2025 at 6:28 pm
I’m not sure what is new or thoughtful about this
@ph5740
December 21, 2025 at 7:20 pm
Omg this guy is horrible listening to. Don’t care about the subject, but seriously… he spends about 90% of the time trying to build up a context without getting to the point. Damn this guy really needs to work on his presentation skills!
And on top of that, his storytelling skills are miserable.
@noxbox2099
December 21, 2025 at 10:12 pm
I want to see these corporations suffering hard because of that 😂
@belmicah
December 22, 2025 at 12:15 am
This video won’t age well. Crypto is still in the beginning stages. BTC will be over a million dollars before 2035. Come back and thrash me if it’s not
@MayurPanghaal
December 22, 2025 at 12:38 am
Put ur money where ur mouth is 👈👈talk is cheap 🙏🏻🙏🏻not interested in this diatribe.
@mm3uk
December 22, 2025 at 1:28 am
Put your money where your mouth is. Short the stock market, short the crypto (I never had any crypto). If you don’t have skin in the game, then don’t talk about bubbles.
IMHO, the best hedge is to walk with the crowd – become part of the Too Big To Fail. Savers are expendable, they are the first to be thrown under the bus.
@bothX_ID
December 22, 2025 at 3:05 am
Excellent – for Middle School. Biased to crypto. TED is losing credibility quickly. 👎 “Bitcoin tracks Nasdaq closely; therefore 95% crash” is 🐂💩. Reporting the title as “click bait”. This person is the perfect example of how a person argues with high certainty about Bitcoin’s bubble risk while not understanding its technical fundamentals; that kind of one-sided framing can mislead public understanding even when the caution about FOMO is valid.
@bossku-z5k
December 22, 2025 at 5:22 am
V poor speech.
@pleasanthannibal
December 22, 2025 at 6:12 am
Not, not too distant future, will be between now and September 2026, you’re welcome 😁
@alexandermoody1946
December 22, 2025 at 6:42 am
The use value of cryptographic ledger technology is that we can easily and securely sign out data outputs to provide traceability for machine learning rather than as a speculative investment.
Machine learning companies require endless amounts of data and they may not want to admit this just like the emperor and his people but they cannot produce what they want as a fairytale without people to build a golden dragon or good data.
@mattinterweb
December 22, 2025 at 6:44 am
This guy has literally earnt a following on X by being a doom merchant and has been consistently wrong. He’ll be right eventually and tell you he was right all along, whilst the rest of us were making money the last few years.
@CrookedParadox
December 22, 2025 at 6:53 am
I do think that both AI and Crypto are bubbles. However, I don’t think they’re necessarily linked. I also believe that the AI bubble is about to stall due to the ecological and civilization impacts. The extreme effects on water consumption and electricity demand are prompting prominent figures in both the media and government to speak out. Bernie Sanders, a well-respected American Senator, is currently demanding a moratorium on AI facilities based on these issues. That’s not to say that the AI bubble won’t burst, but it might limit the impact to some extent.
As for Crypto, I think this is a hard one to judge. With so little regulation and oversight, we’ve already had too many significant events of fraud and abuse. The entire concept of Cryptocurrency has given criminal enterprises new freedom to conduct business anonymously, and crypto organizations have caused many investors to lose some or all of their investments due to mismanagement and fraud.
So, while I see the connection between the technologies, I do not see their bubbles being connected in such a way as to assume they’re on the same track or that one will crash the other. AI is an ever-expanding tool that leverages existing data to augment human capabilities and predict trends based on historical patterns. This can overlap with Crypto through AI’s use in predicting markets and performing complex calculations. Cryptocurrency could be used as a funding source for building and maintaining data centers. These connections, however, should not interfere with or disrupt each other.
Essentially, I believe these two bubbles are separate. I see how the sales pitches and publicity are swaying mass sentiment in both cases and how FOMO is driving high investment. I just don’t think the two bubbles will pop due to shared failures.
On a side note, it saddens me that there are still toxic keyboard warriors on a channel intended for intellectuals. One of the key points of showing intelligence is being able to debate without attacking your “opponent’s” character.
@RockLou
December 22, 2025 at 6:55 am
Was this written by chatGPT?
@JaredFarrer
December 22, 2025 at 7:02 am
This is a horrible talk im clicking out
@pimenf
December 22, 2025 at 7:52 am
Ponzi
@kirbybaes8648
December 22, 2025 at 9:21 am
Click bait is what it is
@rivaiden1655
December 22, 2025 at 9:32 am
I hear someone who missed a opportunity, blames the world and hopes for a crash
@georgechen5231
December 22, 2025 at 10:42 am
What’s this guy’s qualification? AI could have given a better talk.
@jonb9194
December 22, 2025 at 11:00 am
There are still about 10-15% of stocks in the U.S. market that are trading below a fair price. Most of the companies the business channels talk about are at least double price relative to their current worth. Any extrapolation of growth and earnings in the future is pure speculation, so buyer beware.
@geostrophc
December 22, 2025 at 11:25 am
Bitcoin wouldn’t exist in it’s current state if people trusted the US dollar completely. It’s not rocket science
@NawfSideLightning
December 22, 2025 at 11:57 am
He’s just mad he didn’t buy in 2016…..
@alexanderasner1689
December 22, 2025 at 12:18 pm
This must have been the most boring TED talk I ever heard. There was not a single original thought in the whole 20 minutes.
@India77sitges
December 22, 2025 at 12:40 pm
Cripto is an assets to expeculate instead AI is adding value to the industry, we cannot compare it. We can say there is a bubble on AI, the bubble will burst and we will have less AI companies, that’s for sure, but AI is helping the industry to be more efficient instead Cripto is just a currency that you are using it to increase your dollars, you are comparing in the graph the value in dollars, you cannot compare it.
@Illykadrian
December 22, 2025 at 1:35 pm
Everyone is a financial expert and everyone is predicting a crash. Financial “experts” have successfully predicted 7 of the 3 recessions of this century (one of them was covid-19). You’re probably better off flipping a coin at this point.
@JohnDoe-fy5kd
December 22, 2025 at 3:20 pm
Only MAGA is smart enough to buy Bitcoin
@27jasonfrank
December 22, 2025 at 6:05 pm
I think he’s mad that he didn’t buy Bitcoin 😂
@claytonyoung1351
December 22, 2025 at 7:08 pm
Wow. A ted talk about a bubble that doesn’t exist.