A recent episode of the podcast Equity sparked debate around the concept of 'AI psychosis,' a term used to describe tech CEOs exhibiting delusional thinking about artificial intelligence. Critics argue that leaders like Sam Altman and Elon Musk show signs of grandiosity, overestimating AI's near-term capabilities while underestimating risks. Proponents of the term claim it captures a pattern of overconfidence and detachment from reality among Silicon Valley elites. The discussion highlights growing unease about how power and hype distort decision-making in the AI industry.


Tech CEOs aren't crazy. They're just drunk on their own Kool-Aid. And we're all drinking it too. The 'AI psychosis' label is a useful provocation, but it misses the point. These leaders are rational actors in an irrational system. They sell dreams because we buy them. The real psychosis is collective.

But here's the twist: that collective dream is also a engine of progress. Without a little delusion, would we have the moonshot thinking that gave us the internet, smartphones, or self-driving cars? Maybe we need a pinch of madness to push boundaries. The danger isn't the psychosis itself, it's the lack of guardrails. Let them dream, but build fences.