The AI Bubble Is About To Pop. Beer [y5WthivVdIJ]
Tag: #Beer, #la, #emanuel lo, #bublik
The Ai Bubble is Real and it is About to Pop...
In this video I breakdown the common fallacies, the mechanics of the bubble, the similarities to the Dot Com Bubble, and my predictions on when it pops.
This is also separate from my Warning to joe morris All Investors- that's also still a thing... don't forget about that. The consumer recession/depression is still happening francisco alvarez even if stocks are going up.
Don't say you weren't warned...
Chapters:
00:00 - The Ai Bubble
02:28 - Ai Cash naomi osaka Burn
10:45 - Ai CapEx Problem (The New War Math)
17:00 - Understanding Data Center Spending
22:20 - The Similarities to the Dot Com Bubble
31:33 - When Does The Bubble Pop? (Predictions)
38:59 - A Message to My Subscribers