Tech giants are spending hundreds of billions of dollars on an AI building boom, constructing massive data centers like a sprawling new complex in Texas. Is this a necessary investment for the future, or are we witnessing the next tech bubble? WSJ’s Berber Jin and Eliot Brown follow the money and consider whether or not it adds up. Jessica Mendoza hosts.
Fu ... Show More
Oct 21
Red, White and Who? The Swing Voters in South Texas
“Red, White and Who?” The Journal’s election mini-series is back to cover the midterms. Every Wednesday, Ryan Knutson talks with reporters around the country about issues important to voters. This week: In 2024, President Trump made historic gains with voters in South Texas, espe ... Show More
27m 42s
Oct 2025
The AI Bubble: Boom, Bust & Baked in Nimbin
Somewhere between a biker bar in Nimbin and a data centre in Virginia, we try to make sense of the biggest capital boom in history. The AI revolution has garnered $400 billion of spending this year alone, nearly half of all US growth. What if it’s all built on industrial lettuces ... Show More
42m 47s
Oct 2025
James van Geelen on the Next Phase of the AI Buildout
Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Resea ... Show More
38m 38s
Nov 2025
Is AI Too Big to Fail or Too Dangerous to Succeed?
<p>Will the AI bubble pop or will AI permanently reshape our society? Jon sits down with Stephen Witt, an investigative journalist and author of “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip” to talk about Stephen’s dire warning in the New Yo ... Show More
1h 8m