Nvidia's New Money Machine Looks a Lot Like 2008
Jensen Huang just unveiled a new half-trillion-dollar plan to pull the world's biggest investors — BlackRock, Blackstone, KKR — into financing the AI buildout. Tom breaks down why it looks less like sound investment and more like the kind of circular, hidden-risk financing that blew up in 2008, and why the average person is far more exposed to the AI bet than they realize: it's quietly sitting in your pension, your insurance fund, and your 401(k). Then, the flip side of AI's promise: Google just proved its AI doctor outperforms human physicians — 83% to 68% on diagnosis — even with patients actively trying to mislead it. Plus, Mamdani takes on Amazon, and what "making things affordable" by raising costs actually reveals.
00:00 Intro
02:30 Nvidia's AI financing scheme and the hidden debt bubble
31:01 Google's AI doctor just beat human physicians
39:40 Iran, Trump, and the assassination reports
41:19 Mamdani takes on Amazon — and what it really costs
59:27 The DSA's rent-strike playbook
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