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AI Bubble Financial Risk Assessment

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Episodes

Better Offline · Jul 31, 2026

Monologue: We Live Inside A Dream, But Who Is The Dreamer?

Microsoft Azure Revenue Inflation via OpenAI Compute Spend Meta Q2 2025 Earnings and AI CapEx Justification CoreWeave Credit Spread and Neocloud Solvency Risk OpenAI Financial Sustainability and Funding Dependency Circular Financing in the AI Ecosystem