Don’t shoot the messenger: Episode 21

In this episode, John and Ryan break down the economics of the current AI build-out, questioning whether there is enough global capital to sustain these high-cost projects. The duo explores how hyperscalers like Google and Amazon are pivoting to debt to fund infrastructure, a shift that bears striking similarities to historical telecom bubbles. They also examine the role of specialized AI compute as a new investable asset class and discuss the potential long-term market corrections that could emerge. By evaluating how platforms like Copilot and Gemini are shaping industry trends, this episode provides a crucial look at the sustainability of the current AI-driven economic trajectory.