How Big Tech Offloaded The Risk Of AI
Summary
Hosts Ed and Scott discuss sleep habits before Scott announces his appointment to the University of California Board of Regents. They then analyze a Nikkei investigation revealing Big Tech’s massive off-balance-sheet debt for AI data centers, questioning the risks in private credit. Finally, they critique Trump’s tariffs and Iran policy, arguing these actions fuel inflation and boost China’s global standing at America’s expense.
Topics discussed
Intro, sleep habits, and UC Regents appointment
Big Tech's hidden debt and AI bubble risks
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Tariffs, inflation, and energy policy
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Record business formation and entrepreneurship
AI market outlook and earnings preview
Outro and advertisements
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