The Daily Brief cover image

Ten Questions for 2026

The Daily Brief

00:00

If AI Is A Bubble, Who Loses?

Kashish maps the global AI supply chain and outlines how a US AI bust could cascade across chipmakers, assemblers, and data centres.

Play episode from 15:48
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