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Nvidia’s cash flow is soaring, AI spending is exploding—and some Wall Street vets are getting déjà vu. In this episode:

• Why today’s AI frenzy looks eerily similar to the dot-com bubble’s vendor financing schemes
• How Nvidia’s $100B OpenAI deal is structured—and why it’s different (but not risk-free)
• The regulatory roadblocks that could trip up Big Tech’s AI dominance
• Why AI isn’t going anywhere—but the winners and losers aren’t clear yet

AI is here to stay. But the question is—are we building a revolution, or another bubble?