In this episode of Hashtag Trending, host Jim Love discusses concerns over the AI-driven stock market rally, with Torsten Slok of Apollo Global Management warning of potential overvaluation akin to the .com bubble. OpenAI shifts part of its ChatGPT infrastructure to Google Cloud, highlighting strains with Microsoft. Broadcom makes controversial changes to VMware’s partner program, while Delta investigates AI-driven dynamic pricing models. Finally, a Canadian Internet Registration Authority report reveals rising AI adoption and concerns over misinformation and deep fakes in Canada.
00:00 Introduction and Headlines
00:32 AI Bubble: A Warning from Wall Street
02:45 OpenAI’s Surprising Move to Google Cloud
04:56 Broadcom’s Controversial Partner Program Changes
06:30 Delta’s AI-Driven Pricing Model
08:08 Canadian Internet Insights: AI Adoption and Concerns
10:12 Conclusion and Upcoming Episodes
