37: Bubbles per Second

OpenAI just signed a deal so massive they measure it in power plants, not price tags. We break down the trillion-dollar logic powering the AI gold rush.

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Show Notes

• NEW: Amazon to pay massive price for ‘deceptive’ Prime program - YouTube (https://www.youtube.com/watch?v=obVJAMWGh_Y) • Lawsuit accuses Amazon of 'fake' Prime Day deals | WPRI.com (https://www.wpri.com/business-news/lawsuit-accuses-amazon-of-fake-prime-day-deals/) • OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal - WSJ (https://www.wsj.com/tech/ai/openai-broadcom-forge-multibillion-dollar-chip-development-deal-58d930d1) • OpenAI and Broadcom sign 10GW deal - YouTube (https://www.youtube.com/watch?v=6zJtPuwGJ6I) • amit on X (https://x.com/amitisinvesting/status/1977762272035688832) • We could have a really large negative wealth effect if the AI bubble pops, says Jared Bernstein - YouTube (https://youtu.be/jDQEQKYgVew?si=q7W2u9mSX8KizFkR&t=277) • We're still early in the AI cycle, says Bernstein's Stacy Rasgon - YouTube (https://youtu.be/CCNFbIf9-Vs?si=tVYXxrWkt4AghJ_E&t=139) • Travel Back To 1970 With This $8.5 Million Bunker (https://isluxury.com/isluxury-listings/underground-house-las-vegas/?q=/isluxury-listings/underground-house-las-vegas)

Music

• Low Life by MOOKY Presented by Hash Power Music and Cannabis Records.  • Low Life By: MOOKY (https://podcastindex.org/podcast/7510093?episode=43095391238)