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Zeitgeist — a spike by Chris Gathercole
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The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky

Podcast · ~55 min · Listen

  • The podcast argues that an “AI bubble” is obscuring a “hidden recession,” with AI’s influence creating significant economic distortions.
  • AI is specifically distorting bond markets, impacting the pricing of US Treasuries.
  • The economics of AI data centers are described as not making sense, suggesting unsustainable business models or valuations in the AI infrastructure sector.
  • There are “troubling signs” emerging from AI company Anthropic, hinting at potential underlying issues within key players in the AI space.