Plain English with Derek Thompson cover image

This Is How the AI Bubble Could Burst

Plain English with Derek Thompson

00:00

Scale and Mechanics of the AI Build-Out

Paul explains his background, quantifies AI-related CapEx, breaks down data center costs (~60% chips), and contrasts fast-depreciating GPUs with long-lived infrastructure.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app