Compute, Power Constraints, and Industry Reactions

OpenAI’s launch of Sora, its new AI-powered social app, might be more than just a product drop — it could be a warning sign. Zaid Admani, Kyla Scanlon, and Alex Heath break down what Sora reveals about the pressure on AI companies to monetize, the growing debt behind data centers, and whether the AI economy is starting to crack under its own hype. From trillion-dollar valuations to gold’s unexpected rise, this episode exposes the fault lines forming beneath the AI boom.