What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Big Technology Podcast

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

B2Upper-intermediateJuly 24, 20261 hr 4 min

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11...

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If the AI build-out stumbles, does the rest of the economy go with it?

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And will SpaceX and Tesla merge?

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If the AI build-out stumbles, does the rest of the economy go with it? Is the data center build-out a ticking time bomb? And will SpaceX and Tesla merge? We'll cover it all on a Big Technology Podcast Friday edition right after this.

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