Is AI the Next Revolution—or the Biggest Bubble Since Dot-Com?
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Is AI the Next Revolution—or the Biggest Bubble Since Dot-Com?
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About this listen
Big Tech spent $560B on AI and made $35B back—no profits, just GPUs and vibes.
We break down why NVIDIA is propping up the market, why AI agents don’t work, and why the AI boom looks increasingly brittle under the hood.
In this episode, we dissect the AI trade using hard data:
- $560B in capex from the Magnificent 7
- $35B in AI revenue
- No sustainable profits—except for NVIDIA
We cover:
- Why NVIDIA is the single point of failure for US equities
- How OpenAI and Anthropic extract value from their own customers
- Why “agents” are marketing fiction
- And why AI startups scale by burning cash, not building moats
This isn’t contrarianism.
It’s what the balance sheets are saying—quietly.
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