352- The AI Money Loop Explained: Are Investors Missing the Risk?
From More Than Commas by Paul Adams & Cory Shepherd
November 27, 2025 · 13 min · Episode 352
About this episode
Cory explores the complexities and risks of AI investments, comparing them to historical financial bubbles.
In this episode of More Than Commas, Cory breaks down one of the biggest questions in investing today: Is AI in a bubble? Using clarity, and a Three Stooges analogy, Cory explores how companies like OpenAI, Nvidia, Oracle, and others have created a tightly interwoven financial ecosystem, one that looks innovative, but also suspiciously like a closed loop of money, growth assumptions, and circular investments. He explains how "round tripping" works, why OpenAI loses money on every prompt you enter, and how Nvidia's rapidly aging chips complicate long-term value. Drawing parallels to the dot-com boom, Cory highlights what's different this time, and what isn't. Most importantly, he offers clear guidance: diversify, understand the risks beyond hype, and stay grounded in timeless financial principles. A timely deep-dive for anyone watching AI stocks soar and wondering what's really happening behind the scenes. -- Hank Green (The State of the AI Industry is Freaking Me Out): https://www.youtube.com/watch?v=Q0TpWitfxPk The Knowledge Project (Anthony Scilipoti: The Bubble No One is Talking About)…
People in this episode
Host: Cory Shepherd
Topics covered
- AI investment
- financial ecosystem
- diversification
- investment risks
- round tripping
- dot-com boom
Keywords
- AI bubble
- investment risks
- OpenAI
- Nvidia
- financial principles
- round tripping
- diversification
Mentioned in this episode
Organizations: OpenAI, Nvidia, Oracle
Books & works: The State of the AI Industry is Freaking Me Out, The Knowledge Project
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