Eisman Says Talk of Tech Bubble `Academic' Until Economy Turns

The transcript discusses Facebook's business model reset post-IPO, highlighting the challenges of growth in its core business due to user saturation. It explores potential growth areas like Instagram and WhatsApp, while noting the market's belief in these prospects. The conversation also touches on economic indicators and their impact on market perceptions, drawing parallels with the Internet bubble and current economic conditions.

What role does the speaker believe artificial intelligence might play in Facebook's future?

What indicators does the speaker mention regarding the strength of the economy?