Asian Dad Energy LIVE Office Hours: The State of the AI Bubble

I'm finally scratching the live-streaming itch and putting my OBS Studio setup through its paces. This is basically a live test run of my cameras, microphones, scenes, overlays, and all the other techy nonsense I've been tinkering with. While I'm here, let's talk about something a little more serious: Is the AI Bubble about to burst? I'll share my thoughts on the current state of the AI boom, whether we're in an actual bubble, and what I think could plausibly happen next. Come hang out, watch me potentially break my streaming setup in real time, and let's talk about AI, tech, and the future. No promises that everything will work. That's half the fun. 😅 Timestamps: 00:00 Introduction & Stream Setup Check 06:54 The Biosphere & Boogie Worm Ecosystem 12:35 Sound Effects & Diagnostics 14:00 What is an "Office Hours"? 18:15 Storytime: Dealing with Log4Shell in 2021 25:52 History & Evolution of LLMs 29:18 Key Improvements in Modern AI (RL, Tools, Chain of Thought) 34:37 Agentic Harnesses & Loop Workflows 38:40 Do LLMs Reason? (The Jacobian Conjecture) 41:40 Real-World Impact of AI on Software Engineering 46:01 The 3 Pillars of AI: Compute, Algorithms, Data 49:25 Limits of Silicon Compute & Moore’s Law 51:10 Algorithmic Gains vs Compute Scaling 56:10 US vs China AI Competition & Sanctions 01:12:40 Semiconductor Blockade Workarounds 01:17:40 Historical Context of Neural Networks 01:23:30 Local AI Models, Quantization & Privacy 01:32:40 Data Center Bottlenecks & Memory Supply Chain 01:39:00 The AI Financial Bubble & Circular Financing 01:42:20 Current AI Limitations & Bubble Risk 01:48:40 Audience Q&A 01:58:35 Wrap-up & Sign-off Join this channel to get access to perks:  youtube.com/channel/UC_iEmYXdZJvjxdUMehwSXqw/join Buy me a coffee: hbuymeacoffee.com/codeslingem Subscribe to my Newsletter: hasiandadenergy.substack.com/ Book a coaching session with me: hcalendly.com/codeslinger1 Buy my merch: hasian-dad-energy-shop.fourthwall.com/ Listen to My Podcast: hopen.spotify.com/show/7lCFa7tiLWcofFbPmU6pZC Everything else you need to know about me: hasiandadenergy.fyi/ My Journaling Equipment: Action Camera hamzn.to/45bZu9cWebcam hamzn.to/3SeaXlFShotgun Mic hamzn.to/3RzZ3CxLavelier Mic hamzn.to/4fSEFo2Wireless Mic hamzn.to/4xlB0X4Camera Tripod hamzn.to/3Ty7PBDSelfie Stick hamzn.to/4zh4RSvLighting Setup hamzn.to/45EygIrPhone Camera Lens hamzn.to/4wIgD6DMac Mini hamzn.to/4pYaL6rKeyboard hamzn.to/45LbbUoMouse hamzn.to/4w8DFCAMonitor hamzn.to/45LbpuI Books that I like: Your Money Or Your Life hamzn.to/4wbTCrIAtomic Habits hamzn.to/4fQWcglThe Little Book of Common Sense Investing hamzn.to/4xfjeoiMan's Search for Meaning hamzn.to/3Sgw9HIThe Millionaire Next Door hamzn.to/4cohUHFThe Richest Man in Babylon hamzn.to/4cjuyrm