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Can the AI buildout pay for itself?
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- Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally ↗
Cheaper compute can expand use—and squeeze suppliers · Seek to 55:03
- Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom ↗
A successful industry can still be overpriced · Seek to 33:51
- Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN ↗
Financing moves risk; it does not remove it · Seek to 19:50
- Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs ↗
Demand can be real without settling the return · Seek to 3:34
- Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out? ↗
Cheaper compute can expand use—and squeeze suppliers · Seek to 2:23
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback ↗
Cheaper compute can expand use—and squeeze suppliers · Seek to 1:03:24
- GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal ↗
A successful industry can still be overpriced · Seek to 8:51