Are We in an AI Bubble?

Intro

0:00

Vinod’s Early Life & Tech Fascination

1:10

What Part of Vinod’s Education Shaped Him Most?

4:43

Why Certainty is Overrated

6:17

Investor Mindsets: Skeptic vs Contrarian

9:46

Identity, Purpose & Persistence

13:36

What Still Drives Vinod at 70?

19:47

Why Cities Need Fewer Cars

27:15

AI: Bad For Big Cities & Good For Small Towns?

30:20

Vinod’s Best Advice to Young Founders

32:19

Generalist or Specialist: What’s Better?

37:55

Post AI World: Free Education & Healthcare?

43:03

Will AI Make A Free Stanford Education Possible?

48:40

A Deflated Economy in an AI World

55:03

Why Strategic Entrepreneurs Win

1:00:53

Speculation vs Adaptation: What Helps You Win?

1:05:44

Will All Mobility Be Electric?

1:08:25

Why Passion Matters More Than People Think

1:10:09

What Blockchain is Really Good

1:16:48

Will India’s IT Sector Survive the AI Shift?

1:20:35

Outro

1:21:51