Season 1 · Episode 12
10/11/2025 | AI Bubble: Bursting or Balancing?
November 10, 20257m 50s
Audio is streamed directly from the publisher (feeds.alitu.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this podcast episode, Ben Kumar and Sam Hannon delve into the current market dynamics amidst AI investments and a prolonged US government shutdown. They discuss investors' concerns over the viability of hefty AI spending by tech giants like Google and Meta, which have started to borrow through corporate bonds.