Channels with Peter Kafka cover image

The PR Guy Who Says the AI Boom Is a Bust

Channels with Peter Kafka

00:00

When Could the Reckoning Come?

Ed outlines near-term risks (CoreWeave payments, debt-built NeoClouds) that could trigger a financial crack in the AI sector.

Play episode from 50:40
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