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The Hidden Truth Behind the AI Hype Train
Summary:
When a $2.1T sovereign wealth fund starts backing away from big U.S. tech… you don’t ignore that. In this quick hit, I connect two signals — Norway trimming Nvidia/Apple/Microsoft/Google and U.S. tech giants pouring tens of billions into OpenAI — and explain why it looks less like “innovation” and more like bubble behavior.
Chapters:
00:00 – Norway pulls back: why this matters for everyday investors
01:00 – Why Nvidia is the flashing red light
02:00 – $50B into OpenAI: bubble behavior and mutual “validation”
03:00 – The domino risk + TL/DR: keep your head on a swivel
Subscribe to the Show: https://youtube.com/@cascadingleadership?si=Bvj34b6Tg7-u3Qew
Subscribe to my Substack: https://substack.com/@cascadingleadership
Music Credit: Good_B_Music
Mentioned in this episode:
Left in Exile Outro
Left in Exile Intro
View all episodes
By Dr. JimSummary:
When a $2.1T sovereign wealth fund starts backing away from big U.S. tech… you don’t ignore that. In this quick hit, I connect two signals — Norway trimming Nvidia/Apple/Microsoft/Google and U.S. tech giants pouring tens of billions into OpenAI — and explain why it looks less like “innovation” and more like bubble behavior.
Chapters:
00:00 – Norway pulls back: why this matters for everyday investors
01:00 – Why Nvidia is the flashing red light
02:00 – $50B into OpenAI: bubble behavior and mutual “validation”
03:00 – The domino risk + TL/DR: keep your head on a swivel
Subscribe to the Show: https://youtube.com/@cascadingleadership?si=Bvj34b6Tg7-u3Qew
Subscribe to my Substack: https://substack.com/@cascadingleadership
Music Credit: Good_B_Music
Mentioned in this episode:
Left in Exile Outro
Left in Exile Intro