---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/34981147.md"
description: "If you're anxious about the AI bubble, I recommend listening to this episode of 20VC's podcast, featuring Groq's founder Jonathan. It's very insightful.I won't summarize the key points here. Getting information directly from primary sources is a good habit for thorough analysis."
datetime: "2025-10-09T05:23:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34981147.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34981147.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34981147.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# If you're anxious about the AI bubble, I recommend…


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## Comments (18)

- **守正出奇 · 2025-10-09T09:18:19.000Z**: @lyhalfway 兄弟，我看你今年又盈利了不少。你在国内有没有人民币的需求？能不能够麻烦换一点美元或者港币给我？万分感谢。
- **无限制星级格斗士 · 2025-10-09T09:00:06.000Z · 👍 2**: So I firmly hold $Vistra(VST.US)
- **euidneiow · 2025-10-09T06:55:09.000Z**: Go listen later
- **Leeeee · 2025-10-09T06:34:41.000Z · 👍 6**: Chips, data centers, AI, electricity, rare earth
- **哆啦A梦の彼女 · 2025-10-09T06:26:05.000Z · 👍 2**: Thanks for sharing, found it!
- **iceice · 2025-10-09T05:48:04.000Z**: spotify 就有
- **AceFantasy · 2025-10-09T05:46:36.000Z · 👍 1**: Went to listen, thanks ly bro
- **小民同学 · 2025-10-09T05:43:04.000Z · 👍 14**: "GPU scarcity is a temporary distortion, but energy scarcity will become a long-term constraint." You can buy many GPUs, you can manufacture more GPUs, but you can't instantly produce more electricity. This perspective is really good. The energy-AI crossover theme is the most explosive track
  - **lyhalfway** (2025-10-09T05:47:29.000Z): Yes, and the example of Galileo inventing the telescope is also particularly good, LLMs are the telescope of the mind
  - **小民同学** (2025-10-09T06:26:37.000Z): Yup Galileo’s telescope let humanity gaze outward and discover that the universe was larger than we imagined; LLMs let us gaze inward and realize that our capacity for thought is, part of something va
- **一条小鱼 · 2025-10-09T05:35:14.000Z**: 看起来像英文播客
  - **lyhalfway** (2025-10-09T06:49:11.000Z): Hmm yes
- **瑞宇投资 · 2025-10-09T05:32:51.000Z**: On Twitter?
  - **lyhalfway** (2025-10-09T05:38:36.000Z): You should be able to find it on Twitter
- **美金自由女神 · 2025-10-09T05:30:42.000Z**: What is this software
  - **lyhalfway** (2025-10-09T05:37:37.000Z): iPhone's built-in podcast
- **慢富咪 · 2025-10-09T05:26:41.000Z · 👍 2**: Agreed, searching for resources is important👍🏻👍🏻