https://www.youtube.com/watch?v=rf9Sat5n0AQ
Big Tech's AI Debt Will Crash the Economy
Big Tech is racking up debt to fund their AI infrastructure for demand that seemingly doesn't exist. Us taxpayers are subsidizing the buildout through tax breaks, cheap energy, and public resources. Meanwhile, we're told there's no money for Social Security. But when this AI bubble bursts, they'll socialize the losses.
Sources:
Anthropic Report: https://www.anthropic.com/research/anthropic-economic-index-september-2025-report
IBM Survey: https://www.ibm.com/downloads/documents/us-en/12f5a711174dc2ac
Complete source documentation is available on Patreon
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Chapters:
00:00 Intro
00:10 Big Tech is Borrowing Massive Debt
00:50 NVIDIA versus Michael Burry
01:22 OpenAI’s Investors Question $1.4 Trillion in Deals
01:54 Who is OpenAI’s Auditor?
02:05 Institutional Investors are Dumping Stocks
02:32 AI as a “National Asset”
02:58 Demand for AI is Ridiculously Small
03:12 Google Doubling AI Capacity Every Six Months
03:37 Research Shows True Demand For AI is Small
04:22 OpenAI Math Isn’t Mathing
04:56 Anthropic’s Research Shows Low Corporate Adoption
05:23 US Census Bureau Shows AI Usage Declining
05:39 McDonald’s AI Drive Thru Blunder
06:34 Argument: New Tech Takes Time to Spread
07:01 AI has a Value Proposition Problem
07:44 Tech, Wealth Inequality, and Politics
08:15 Our Representatives Are Not Protecting Us
08:28 Social Security is Running Out
09:05 The Division is up and Down
09:50 Argument: AI Should Take Our Jobs
NCSWIC