Allbirds' AI rebrand triples stock price, raising questions about whether the AI hype cycle has peaked.

Shoe company Allbirds rebranded itself as an AI company and saw its stock price increase sevenfold in a sign of AI industry excess

The Verge questions whether the market has reached peak AI enthusiasm or if genuine progress is still being made

A new Stanford study indicates AI is improving across multiple domains, suggesting real advancement beyond the hype

The episode explores both data-driven evidence and market sentiment around AI's current state and future trajectory