Is The AI Debt Bubble Finally Popping? | Weekly Roundup

Is AI's infinite capital era finally running out of road?

This week, we unpack the AI bloodbath and why credit markets are flashing warnings while crypto quietly holds its ground.

We explore Anthropic's growth scare, Yano's AI survival tiers, why everyone's talking about Pearl, and whether regulators will ever allow global liquidity. Enjoy!

TIMESTAMPS:

00:00 Intro

01:24 AI Sells Off, Crypto Holds Up

05:20 Is CoreWeave Facing A Debt Crisis?

10:14 Can Frontier Models Make Money?

16:20 Ads (Fidelity Crypto, DAS London)

17:30 Which AI Businesses Survive?

21:52 Who Wins As AI Gets Cheaper?

27:15 Ads (Fidelity Crypto, DAS London)