⏱️ CHAPTERS0:00 Intro — Is AI a bubble?0:58 “Bubble Boy” & defining in a bubble vs is a bubble2:33 Core thesis: why AI isn’t a bubble5:39 The “2% found, 98% to go” upside6:58 Safety & public risk perception as adoption throttle10:06 Guardrails and refusal/cutoff features (Anthropic, OpenAI)12:09 Government buyers & model reliability (+ $1 offers)15:34 Grok’s Spicy Mode: the real risk—deepfakes18:39 Meta AI characters, minors & parental controls26:28 Policy & economics: Illinois therapy ban; self-driving; capitalism vs insurance
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