CEO Vlad Tenev on If AI Stocks Are a Bubble About to Burst (Part 12)

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Part 11: https://youtu.be/WINLoyx_Sxs
Part 1: https://youtu.be/8YYmtZYQ0Aw
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Robinhood co-founder and CEO Vlad Tenev sits down with DJ Vlad to discuss how investors can spot market bubbles, from the sudden surge in demand for Korean stocks to today’s intense focus on artificial intelligence. Tenev explains why AI may differ from past speculative manias, pointing to real revenue from model companies and apps, while warning that data centers, chips, compute power, energy needs, debt, and overbuilding could still trigger corrections in parts of the sector.

The conversation also touches on the dot-com bubble, Joseph Kennedy’s “shoeshine boy” warning, long-term wealth building, and why owning assets matters more than salary. DJ Vlad shares lessons from investing in Google, Amazon, Tesla, and the S&P 500, while Tenev discusses Robinhood’s mission to make everyone an owner, Trump accounts, watches, antiques, and his Porsche GT3. A grounded look at AI stocks, investing trends, and generational wealth.