@businessblurb: Chamath explains how the entire US economy became levered to the “AI complex,” which is now competing with the Treasury for capital: “The entire United States economy is levered to the AI complex. So very narrowly, we’re talking about seven or eight companies that sets the tone for the entire country. And whether we like it or not, that is where we are.” Via: @the all-in podcast #ai #Tech #usa #business #future

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Saturday 31 October 2026 12:33:17 GMT
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jambali32
jambali32 :
Apple is like, “Nah! I’m good. I’ll wait for the development of a small model that runs locally.” That’s when these companies will crash.
2026-10-31 14:38:11
96
agwhoneedsaphd
Agwhoneedsaphd :
who decided this?
2026-11-01 18:21:36
0
reallybreal1111
Z :
Other than hardware, can anyone explain how AI, with a subscription model, will ever break even
2026-10-31 14:42:52
3
tictok6860
Horsey :
wait u mean there in debt now. I did thought they were cash rich.
2026-11-01 17:08:38
0
arthurmilkcrate
ArtillerySezTermLimits85%issue :
Unlike the tech bubble, these companies are making money
2026-10-31 14:29:34
18
cpdlc123
CPDLC :
Totally wrong
2026-11-01 10:37:44
0
planetpositivitycentral
Planet Positivity Central :
A.I. Bubble burst will be biggest in tech history. 90%+ will crash & burn, & a few will survive & thrive. Apple is smart to skip this Ponzi Scheme level of insane investing, especially when Open Source A.I. & startups will offer A.I. almost free. 😳
2026-10-31 20:16:22
16
jameshaimoff_
jameshaimoff_ :
The entire future is levered to the ai complex
2026-10-31 13:33:07
29
wyattnzoe10
Wyattnzoe10 :
This looks like 2007/2008 with the financing - except AI this time instead of real estate. 🥺 Apple seems like the safest bet.
2026-10-31 15:10:59
11
burna.man13
burna man :
Well that’s not true most people are paid my Main Street not Wall Street or slicon Valley
2026-10-31 21:55:23
0
kryptonian4774
@kryptonian4774 :
The underlying narrative that Big Tech is universally "depleting its cash and levering up" is contradicted by corporate balance sheets.
2026-10-31 16:43:43
1
user502880313579
Caveman@theOpera :
The mag 7 were the mag 7 BEFORE AI.
2026-10-31 14:01:00
5
jim46976
Ish :
and Ai is not making money 😁
2026-11-01 11:07:27
1
hornburn
No way :
And yet, China bills out AI at 1/5 the cost with nearly the same results in quality output. Then the world finds China AI to be more attractive, and that includes most of Europe, Canada and Australia, Japan, South Korea, and the rest of developing world. The US with its high cost, AI is not competitive. The AI bubble implosion is limited to the US.
2026-10-31 16:11:58
1
yong.fu52
Yong Fu :
Entire world
2026-11-01 05:28:28
0
usa778899
usa778899 :
If US fails in AI race then it will be start of empire decline. Remember US benefited from all booms since ww2 and it kept its super power empire status. Without all the finance, money attracted by booms, this empire will crumble on its own weight.
2026-10-31 16:37:02
1
jencikova
Jenci Kova :
this is like netscape vs internet explorer all over again
2026-11-01 02:26:27
3
fray_m04
user1241897165479 :
Ai and American economy both run on debt. The American people will have to pay the price for it whereas the billionaire class will keep getting richer.
2026-11-01 01:37:22
1
electroyalgmail.com
Charles ☔️ :
Most of them are not profitable! That’s a disaster in the making with seven companies having that much influence on capital.
2026-11-01 15:47:06
2
mineit1
Dark Matter :
Ai is the future embrace it or be left behind
2026-10-31 19:31:38
4
shaqdafoomanchu
Fuuuuck 🇮🇱 :
Do billionaires live on ketamine and all sorts of drugs 😳
2026-11-01 12:43:31
0
dave.smith149
Dan :
That is how the internet was created, trust the future
2026-10-31 21:57:51
1
autoriot
Josh :
I mean, yeah…but no duh. These are the same companies that have been in that position for the last decade and more. It’s just more obvious lol. And our attachment and dependence on them as consumers is more enmeshed now. That’s the only difference
2026-11-01 00:55:47
2
evrmor1
Evermore :
The consumer is not Ai to those companies !!
2026-10-31 14:59:08
3
georgebamford2
George :
Elon is going to dominate AI in the future once he puts data centers in space end of story
2026-10-31 22:33:38
0
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