7 Years 9 days - Bubble Burst7 Years 9 days - Bubble Burst
I'm Quitting Alcohol
Comedian David Boyle, seven years sober, talks through his growing unease about an AI-driven tech bubble and China’s impact on US AI dominance. He explains why he plans to ease out of certain stocks, considers bitcoin again, and gently warns anyone who followed his earlier bullish calls.
11:04•24 May 2026
AI Bubble Jitters and a Sober Comedian’s Gut Check
Episode Overview
- Boyle argues that cheap Chinese AI models such as DeepSeek V4 Pro could undercut US AI companies on price by a huge margin.
- He compares token pricing across DeepSeek, Grok, Gemini and Claude to show how wide the cost gap has become.
- He questions the belief that US-based AI platforms will dominate globally, especially for users in lower-income regions.
- He plans to gradually rotate out of iron and cipher stocks after strong gains, sensing a potential AI bubble peak.
- He considers shifting some of that money into bitcoin while advising listeners who followed him to stay vigilant and consider taking profits.
“I'm feeling something in my gut. So do with that information what you may.”
What drives someone to seek a life without alcohol while still obsessing over markets, tech and the next big crash? This short, sharp episode of *I'm Quitting Alcohol* shows exactly how those worlds collide for Australian comedian David Boyle. Seven years and nine days sober, Boyle shifts from booze stories to his latest fixation: the giant machine of artificial intelligence and why he reckons the hype bubble might be about to pop.
In classic no-filter style, he lays out the numbers he’s been staring at, comparing China’s DeepSeek V4 Pro model with Western giants like Grok, Gemini and Claude. Hearing him break down AI pricing “per million tokens” turns what sounds nerdy into something you’ll actually follow – and maybe worry about.
He argues that cheap, competitive Chinese AI models could smash the assumption that US tech will dominate forever, and that this could ripple through Nvidia, big cloud companies and ultimately his own portfolio. There’s tension between his past bullishness and his current unease, summed up in his line: “I'm feeling something in my gut.
So do with that information what you may.” Boyle talks through his plan to slowly step away from his beloved iron and cipher stocks and swing back toward bitcoin, while giving a friendly warning to anyone who followed his earlier enthusiasm. It’s quick, sweary, and delivered with the same raw honesty he brings to talking about alcohol – only this time the obsession is markets, not drinking.
If you like sobriety content that still admits to addictive thinking, financial risk-taking and gut-level decision making, this episode might hit close to home. How many habits change when you quit alcohol, and how many just change shape?
Do you want to link to this podcast?
Get the buttons here!
More From This Show
The latest episodes from the same podcast.
Related Episodes
Similar episodes from other shows in the catalogue.