The Four Horsemen of the AI Apocalypse with Ed Zitron
About this episode
The episode discusses the implications of AI on the economy and corporate productivity with guest Ed Zitron.
On episode 257 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined Ed Zitron to discuss: the ultra-bear case for AI, Nvidia’s explosive growth, the economics of OpenAI and Anthropic, whether AI demand can justify the massive hyperscaler CapEx boom, the data center buildout, CoreWeave and the neoclouds, Oracle’s AI bet, private credit and debt financing, the warning signs that could finally break the AI spending cycle, the “rot economy,” whether AI is actually improving corporate productivity, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Learn more at http://www.fidelity.com/TraderPlus Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter…
People in this episode
Hosts: Downtown Josh Brown, Michael Batnick
Guest: Ed Zitron
Topics covered
- AI apocalypse
- Nvidia growth
- OpenAI economics
- AI demand
- data center buildout
- corporate productivity
Keywords
- AI
- Nvidia
- OpenAI
- data centers
- corporate productivity
- investment
- economics
Sponsors
Fidelity Investments
Mentioned in this episode
Organizations: OpenAI, Anthropic, CoreWeave, Oracle
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