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Inside the AI Feedback Loop: Nvidia, OpenAI, and the Bubble Building Itself

Published 10 months, 3 weeks ago

Description

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In this episode of Mostly Growth, CJ Gustafson, Kyle Poyar, and Ben Hillman dive into the question on everyone’s mind: are we in an AI bubble? What starts as a lighthearted riff on the U.S. Postal Service launching a podcast quickly spirals into a sharp, funny breakdown of today’s AI hype cycle — from Nvidia, OpenAI, and AMD trading money and GPUs in a trillion-dollar feedback loop, to startups burning cash chasing “AI-powered” everything. The trio share real examples of when AI helps and when it backfires (including one newsletter that totally tanked), debate whether companies are over-optimizing for automation, and laugh through the absurdity of the hype while grounding it in practical insights on product, finance, and growth.

Timestamps:

00:00 Preview and Intro

00:14 Are We in an AI Bubble?

00:44 The AI Feedback Loop: Nvidia, OpenAI, and AMD

01:00 Perplexity, We Caught You (Again)

02:18 The USPS Podcast and the End of Original Ideas

04:24 How the Team Actually Uses AI at Work

06:07 CJ’s DIY Dunning Saga

08:38 When Automation Goes Too Far

10:49 The Perplexity Gaslight Moment

13:27 AI vs. AI: Outsmarting Resume Screeners

16:09 What Recruiters Really Think of AI Resumes