Show notes
A viral Wall Street chart has kicked off a new round of AI bubble panic, but NLW argues the market is reading it wrong. The real story isn’t collapsing demand — it’s the shift from the token subsidy era to the token scarcity era, where companies are learning to route AI usage more efficiently. In the headlines: SpaceX’s IPO, Bezos’ Prometheus raise, Meta’s Manus split, chip supply chain crunches, and Goldman’s trillion-dollar AI infrastructure forecast.
Highlighted moments
You don't find that data, you acquire the factories that generate it.
“Whether to dismantle the red-chip structure is no longer in question. The key is how to complete the restructuring as cheaply and efficiently as possible.”
Transcript
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