About this episode

Aarish Shah interviews Meryem Arik about the economic factors driving the AI revolution and the challenges faced by AI companies.

AI is scaling faster than the infrastructure supporting it. In this episode of Nothing Ventured, Aarish Shah sits down with Meryem Arik, Co-Founder of Doubleword, to explore the hidden economics powering the AI revolution. They discuss why token prices may have to rise, why AI companies are facing compute shortages, the growing GPU bottleneck, and how open-source AI models are challenging the dominance of OpenAI and Anthropic. Miriam explains why sovereign AI is becoming a critical geopolitical issue, why the UK should focus on inference rather than foundation models, and how governments are thinking about AI infrastructure, security and national competitiveness. They also explore AI's impact on jobs, Gen Z attitudes toward technology, agentic workflows, AI adoption, and what happens when AI becomes embedded in every industry. Topics Covered: AI token economics explained Why AI compute demand is exploding The GPU shortage and AI infrastructure crisis Open source vs closed AI models OpenAI, Anthropic, Gemini and DeepSeek Sovereign AI and national security The UK's AI strategy AI agents and the future of work Why AI could become more expensive The future of AI adoption If you enjoy…

People in this episode

Host: Aarish Shah

Guest: Meryem Arik

Topics covered

• AI token economics
• AI compute demand
• GPU shortage
• open source AI
• sovereign AI
• UK AI strategy
• future of work

Keywords

• AI token prices
• compute shortages
• GPU bottleneck
• open-source AI
• national security
• AI adoption
• Gen Z technology

Mentioned in this episode

Organizations: Doubleword, OpenAI, Anthropic, Gemini, DeepSeek

Places: UK

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