The Echo Chamber from Tortoise Shack cover image

AI Bubbles, Infrastructure Deficits and Breaking the Social Contract

The Echo Chamber from Tortoise Shack

00:00

Data Centers, Chips and an Economy Focused on Infrastructure Hype

Tony notes tech earnings; Prof Gurdgiev critiques the US focus on data-center expansion and expected returns that may not materialize.

Play episode from 20:17
Transcript

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