Would a Compute Crash Help OpenAI but Hurt Hyperscalers?

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AI stocks have powered markets higher, but Jesse Felder argues we’re now entering the final stage of what he calls a “Frankenstein bubble,” combining elements of the dot-com boom, the housing bubble, and today’s unprecedented speculation into a “bubble of all bubbles”. In this wide-ranging conversation with Maggie Lake, Jesse explains why generative AI economics are fundamentally broken, how OpenAI’s massive losses are artificially boosting Big Tech earnings, and why the AI boom is unlikely to deflate slowly due to record leverage across margin debt, options, and leveraged ETFs. 

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Chapters:

1:07 - Is Today’s AI Mania the ‘Bubble of All Bubbles’ in Tech?  

3:03 - What’s Changed Now in the AI Trade After So Many Blowout Earnings?

6:02 - Could OpenAI Survive the Very Crash It May Be Engineering in Compute?

12:14 - In an AI Bust, Do Big Tech Titans Still End Up the Winners?

15:50 - Why Would Berkshire Hathaway Tiptoe Into Google at This Stage?

17:24 - If AI Isn’t ‘Too Big to Fail,’ How Painful Could an AI Bust Really Be?

21:05 - Are AI Skeptics Just ‘Tech Bears’—Or Are Valuations Truly Detached?

24:33 - Would a Bursting AI Bubble Bring Deflation—or a Different Kind of Shock?

30:24 - How Resilient Is the Real Economy If the AI Wealth Effect Vanishes?

34:27 - Can Policymakers Navigate Inflation, Populism, and an AI Bust at the Same Time?

42:51 - ⭐️Wealthion Golden Nugget: With So Much Market/Macro Risk, What’s Investable?

45:34 - Should Investors Own Commodities Directly or Ride the Move Through Equities?

47:19 - Are Critical Minerals the Next Big Opportunity—or a Geopolitical Minefield?

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