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AI-related investments are now worth up to half of the entire value of the S&P 500. But is the AI investment boom a bubble waiting to burst? Tim Bradshaw, the FT’s global technology correspondent, speaks to Richard Kramer, founder of Arete Research, and Ophelia Brown, founder of Blossom Capital. Recorded live at the FT Weekend Festival on 5th September 2026. Tech Tonic is produced by Edwin Lane, the executive producer is Topher Forhecz. Sound design by Breen Turner and Sam Giovinco. Flo…