Is the AI boom about to break?

The biggest AI companies are messaging their technology as both incredible and potentially world-ending.

While "doomsday" pitches might worry consumers, Wall Street is loving it.

In this video, Axios senior AI reporter Mady Mills follows the money to explain why "scary" AI models like Anthropic’s Mythos are propping up the stock market, and whether this AI bubble is set to pop.

Timestamps:
00:00 - The scariest AI model of the year
00:40 - Meet Mady Mills
01:13 - What is Mythos? The model "too dangerous" for the public
01:33 - Why investors love "scary" AI
01:50 - The $700 billion problem: Where is the revenue?
02:51 - The end of the "Venture Capital Subsidy"
03:32 - Why consumers are turning on AI labs
04:47 - Robinhood and the rise of the retail AI investor
05:29 - Who is right?