David Kirsch

David Kirsch is the historian and management professor interviewed in Bytes: Week in Review - Are we in an AI bubble?. The source identifies him with the University of Maryland and with Bubbles and Crashes, using his historical work on technological booms to evaluate whether AI is in a bubble.

Kirsch’s role in the wiki is to connect AI Equity Valuation Risk with a broader history of Tech Bubble Conditions. He argues that AI strongly matches uncertainty, novice-investor participation, investable access, and narrative intensity, while its lower number of pure-play AI IPOs keeps the score just short of maximum. His aviation analogy also links the source to Technology Installation Cycle: useful technology may need decades of infrastructure, norms, and business-model development before investors can know which early bets were justified.

Connections

• University of Maryland - affiliation named in the source.
• Bubbles and Crashes - book framework associated with Kirsch.
• Tech Bubble Conditions, Bubble Necessary Conditions, and Statistical Bubble Indicators - bubble frameworks compared by the wiki.
• Technology Installation Cycle, Productive Bubble Spillovers, and AI Equity Valuation Risk - broader AI-market and technology-cycle context.