Topic

AI industry financing

3 mentions in 1 episode

The hosts discuss debt, infrastructure spending, and financial risks associated with the AI industry.

Mentions

Dec 12, 2025

9:48
special purpose vehicles to hide billions in data center debt
10:08
spending $400 billion to chase $60 billion in revenue
12:29
if this AI bubble burst, it could wipe out $20 trillion in American household wealth