🎙️ EP 76: The $3 Trillion AI Gamble No One Wants to Talk About

AI isn’t just testing the limits of chips — it’s testing the limits of money. Big Tech is pouring billions into data centers, but half the tab is being pushed onto Wall Street. What happens if the AI gold rush slows down?

We’ll talk about:

• Why Big Tech’s $2.9T AI data center spree leaves a $1.5T hole
• The hidden risks no one mentions: overcapacity, obsolescence, energy crunch
• The weird rise of “cheapfake” AI celebrity ragebait on YouTube
• Why GPT-5’s mid-tier launch signals a shift from AGI dreams to infrastructure reality

Keywords: GPT-5, Claude Opus, Gemini Pro, Nvidia, Meta, OpenAI Stargate, AI data centers, AI bubble, cheapfakes, Anthropic

Links:

1. Newsletter: