Big Technology Podcast · Friday, August 28, 2026
Discussions touched upon the possibility of an AI bubble, with specific attention given to the South Korean stock market. While not necessarily a market-wide phenomenon, the concentration of AI-related hype and investment in certain sectors, as seen in South Korea, could indicate a bubble forming in specific areas.
“And is it an AI bubble? Don't ask the traders in South Korea.”
“And then we're going to take a look at the South Korean stock market and talk a little bit about why the fears of an AI bubble may be justified, but it might not be a market wide bubble. It might just play out in certain areas like it certainly has, uh, with the South Korean stock market.”