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Interesting viewpoints, however, the core arguments are technically and geopolitically flawed.
1. Labeling AI as a "bubble" oversimplifies its role as a fundamental pillar of national security. Current capital deployment is a calculated effort to maintain a competitive edge over China. Geopolitical tensions—including regional conflicts—are inextricably linked to this race for technological and AI dominance, which remains a primary driver of U.S. industrial policy.
2. Vivek conflates Central Bank Digital Currencies (CBDCs) with stablecoins, which are fundamentally different. The surveillance-heavy "programmed money" model Vivek warns of is being implemented in China (e-CNY) and is currently under debate in Europe. By contrast, the U.S. is intentionally fostering a regulated, private-sector stablecoin framework, rejecting the centralized, state-managed digital currency model.
