Balance Sheets, Valuations, and Bubble Comparisons

The AI boom isn’t just about algorithms — it’s about money, power, and a race to build infrastructure on a scale we’ve never seen before. In this weeks podcast, we break down the circular deals between OpenAI, Nvidia, Amazon, Anthropic, and even Elon Musk’s business empire — and ask the hard questions: Who’s paying for this? Where will the electricity come from? And is the industry building a Möbius strip of venture capital and gigawatts that could collapse under its own weight?We’ll explore:The spaghetti diagram of AI’s biggest playersOpenAI’s trillion-dollar data center ambitionsWhy Nvidia’s demand might not be what it seemsThe risk of stranded assets and systemic leverageHow geopolitics and energy constraints could shape the future

Patrick's Books:

Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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