The question
AI supercycle or capex bubble?
Compute becomes productive infrastructure; falling intelligence costs unlock demand across every industry.
Financing, depreciation and circular deals can outrun cash flow before applications mature.
What to listen for
Track realized revenue per unit of compute, not model capability alone.
Episodes to exploreAug 29, 2026Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine↗Aug 14, 2026Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback↗Jul 20, 2026Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?↗Jun 2, 2026OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute↗