
Multipolarity Lovely Bubbly, EuthanisedUK, Is The Shine Coming Off Sheinbaum?
Nov 20, 2025
The conversation dives deep into the potential fallout of a bursting AI bubble and its implications for the tech industry. A startling spike in UK abortion rates signals economic distress, raising concerns about demographic stability. In Mexico, protests against violence spark accusations of foreign interference, with U.S. political tension intensifying. The hosts explore the broader impact of tech and demographic shifts, questioning whether current trends could lead to significant societal changes.
AI Snips
Chapters
Transcript
Episode notes
Interconnected Deals Can Transmit Collapse
- Interconnections between AI firms and chip/cloud suppliers create contagion similar to 2008's AIG case.
- Failure of a major AI player could cascade through Nvidia, Oracle, Intel and broader markets via contracts and orders.
Tech Losses Threaten Pension And Politics
- Major tech firms concentrate stock-market value so tech losses rapidly erode household wealth and pensions.
- That wipeout would pressure the Fed and Treasury to act as buyer of last resort to avoid political fallout.
AI Framed As A Geopolitical Prize
- AI is treated as a strategic asset tied to military and economic dominance, raising bailout odds beyond normal market support.
- Winning an AGI race would create an unbridgeable lead, making state intervention politically and strategically attractive.
