Your $20 AI Plan Costs Them Thousands. Thats Not The Bubble. Yandy Diaz [o9jv3NFmreO]

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What's really happening inside the AI bubble?

The common story is that the correction proves the whole AI trade was overhyped but the reality is more complicated, and the distinction is where the money is.

In this video, I share the inside scoop on what the AI stock correction actually means:

- Why a stock correction doesn't prove the power outage near me demand is fake

- How inference and agents rewired the compute math

- What separates real AI revenue from a good narrative

- Where the actual winners will capture durable value

For anyone deploying capital, budget, or AI tools in 2026, the real edge is no longer betting on AI in general it's knowing which layer is speculative froth and which is real demand hardening into infrastructure.

Chapters:

00:00 vodafone share price AI stocks correct and the bubble question returns

00:50 A correction doesn't mean the demand is fake

01:33 Financial froth vs. the physical supply chain

03:05 Real revenue: OpenAI, Anthropic, and NVIDIA

05:30 Where the bears are right: spending vs. revenue

06:45 Railroads, lens nantes fiber, dot-com: real build-outs, ruined investors

08:06 Why inference is the part everyone underexplains

10:05 The question of 2026: are expensive tokens worth it

11:53 The better model: buildout vs. payback

13:34 The questions to actually ask about any AI company

15:30 Narrative, correction, sorting: the three phases

17:47 AI is a marathon, not a sprint

Listen to this video as a podcast.

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