
Sign up to save your podcasts
Or


Investment in AI infrastructure has exploded over the last few years, with big players like Google, Meta, OpenAI, Nvidia, and Oracle, striking deals involving hundreds of billions of dollars to build out AI data centers. These deals are single-handedly buoying the otherwise-flailing US economy, but where are these billions actually coming from? And why do all these deals seem to involve the same players in increasingly circular arrangements? Even the most optimistic observers are starting to state the obvious: we're in an AI bubble.
Today on the show, Matt and David talk to Herb Greenberg of Herb Greenberg's Red Flag Alerts to discuss the hubris of the current moment, how this moment is both alike and different from past bubbles, and how this thing might pop.
If you love Organized Money, support us! Go to Organizedmoney.fm to subscribe to our newsletter, or Organizedmoney.fm/donate to throw us a donation. It helps us keep the lights on!
By Rock Creek Sound5
228228 ratings
Investment in AI infrastructure has exploded over the last few years, with big players like Google, Meta, OpenAI, Nvidia, and Oracle, striking deals involving hundreds of billions of dollars to build out AI data centers. These deals are single-handedly buoying the otherwise-flailing US economy, but where are these billions actually coming from? And why do all these deals seem to involve the same players in increasingly circular arrangements? Even the most optimistic observers are starting to state the obvious: we're in an AI bubble.
Today on the show, Matt and David talk to Herb Greenberg of Herb Greenberg's Red Flag Alerts to discuss the hubris of the current moment, how this moment is both alike and different from past bubbles, and how this thing might pop.
If you love Organized Money, support us! Go to Organizedmoney.fm to subscribe to our newsletter, or Organizedmoney.fm/donate to throw us a donation. It helps us keep the lights on!

1,855 Listeners

1,448 Listeners

1,187 Listeners

1,565 Listeners

6,108 Listeners

3,907 Listeners

622 Listeners

1,485 Listeners

2,036 Listeners

551 Listeners

208 Listeners

2,699 Listeners

1,046 Listeners

558 Listeners

332 Listeners