Checkout Odoo here: https://www.odoo.com/r/oc1q
Join the team: https://tally.so/r/VLQROE
Collab and Partnerships: idntknwshow@gmail.com
Discord Link: https://discord.gg/ZXehuD6a9
Abstract:
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Is AI a the biggest bubble ever or is this time really different?
The world’s richest companies are spending trillions of dollars building the future of artificial intelligence.
They’re borrowing unprecedented amounts, making enormous bets, and even the people leading this revolution admit that AI could be a bubble.
But here’s the strange part: what if they’re right about AI changing everything, and it’s still a bubble?
In this episode of the IDK show, we follow the money behind the AI boom, uncover the economics driving this race, and explore why this bubble might be unlike anything we’ve seen before.
Chapters
00:00 – Intro
03:24 – The Bubble Misconception
05:16 – Giants Must Borrow
08:44 – Buried In The Footnotes
11:33 – All Roads Lead to Two
14:07 – The Kingdom Without Walls
17:06 – Winner Takes Nothing
19:41 – Too Big to Fail?
Topics Covered
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ai bubble, ai bubble 2026, anthropic ipo, openai ipo, sam altman, dario amodei, openai vs anthropic, nvidia stock, ai stock market crash, ai debt crisis, ai data center bubble, ai circular financing, ai capex, ai investing, claude vs chatgpt, anthropic valuation, openai valuation, nvidia ai investments, coreweave stock, oracle stock, ai bubble burst, dot com bubble, ai spending, ai profitability, ai infrastructure, too big to fail
People of IDK:
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sidvro – https://x.com/sidvro
notmad42 – https://x.com/notmad42
thelaazypanda – https://x.com/thelaazypanda
About IDK Show:
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IDK Show is a show about the future.
An honest attempt to figure out how we position ourselves today to survive tomorrow, in a world of AI, and everything that comes with it. At IDK Show, we try to answer what it means to be human in an age of machines.
We don’t pretend to know all the answers hence the name: IDK Show (I Don’t Know Show). Because when it comes to the future, the smartest thing you can say is “IDK”.
@IDK_Show
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