Monologue: We Live Inside A Dream, But Who Is The Dreamer?
Topics discussed
Ad breaks: Samsung, Intuit, Pedigree, and Home Depot
Meta earnings miss and massive AI capital expenditure
Microsoft earnings beat driven by OpenAI spend
Media complicity in the AI hype cycle and bubble
Ad breaks: Intuit, PayPal, AMA, and LifeMD
Financial instability of OpenAI, Anthropic, and CoreWeave
Critique of journalists ignoring warning signs
Consequences for retail investors and pension funds
Outro and iHeartRadio podcast promotions
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