Is the AI Bubble Popping? OpenAI's $14B Loss and What It Means for Your Career | Surviving AI

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Welcome to Surviving AI with Carlo Thompson!

In this highly requested deep dive, we are tackling the multi-trillion-dollar question keeping investors and tech executives awake at night: Is the massive AI bubble finally popping, or are we just witnessing a painful but healthy market correction?

We are cutting through the hype to look at the cold, hard data driving the financial and technological turbulence of 2026. If you have a 401(k), own tech stocks, or work in the software industry, you cannot afford to miss this episode.

In this episode, we unpack:

• The S&P 500 Unwind: Why Capital Economics predicts a major pullback in 2026 driven by inflation and high interest rates.
• The Smart Money Pivot: Why Bridgewater Associates slashed their stakes in giants like Meta, Alphabet, and Microsoft, while betting heavily on Block and Oracle.
• The Shadow Banking Risk: The precarious "house of cards" created by circular financing and unregulated private equity funding AI startups.
• OpenAI's Leaked Financials: A look at the mind-boggling projected $14 billion loss for 2026 and the reality of the $500 billion Stargate data center project.
• The Enterprise Paradox: Why 90% of organizations are using AI, but only 40% are actually seeing a positive ROI.
• The Labor Market Reality: Moving past the "AI apocalypse" to understand the transition from training-time compute to inference-time compute.
• New Regulations: What you need to know about the Colorado AI Act and California's AB 2013 data transparency laws.

Don't forget to subscribe and like the show so you never miss an update on the realities of the AI industry!

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