The AI Bubble Fear Is Wrong... What the Market Is Missing w/ @FloodCapital & @Potrock_ Markets are panicking about an “AI debt bubble.” But ~90% of AI buildout is funded by operating cash flows from the most profitable companies in history. The fear isn’t crazy, it’s just pointed at the wrong thing. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 00:44 - AI Buildout: What’s Spooking Markets 05:05 - CoreWeave Backlog Explained 06:08 - OpenAI: The $100B Raise Question 09:41 - Compute Buildout: How Big It Gets 13:11 - Training vs. Inference Compute 14:53 - Scaling + Efficiency: What Improves AI 19:52 - Can Efficiency Beat Demand? 21:53 - Okara 22:15 - Efficiency vs Demand (Continued) 25:45 - GPT Apps: OpenAI’s Ecosystem Play 28:19 - How ChatGPT Apps Make Money 31:54 - AI Transition: Political & Economic Risk 36:33 - Government’s AI Knowledge Gap