{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Contextually Aware","title":"What Happens to the S&P 500 When AI Gets Cheaper Faster Than Data Centers Depreciate?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/70c902c9\"></iframe>","width":"100%","height":180,"duration":328,"description":"Luis and Maya dig into the $700B hyperscaler capex bet and why falling AI model prices could leave a third of the S&P 500 mispriced. The math is falsifiable — and the clock is already running.","thumbnail_url":"https://img.transistorcdn.com/mOIectisCbUyi7hIoQ_1h3GrJqmEh2DnxOkLN3ooLJY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hMzNm/MDlmMGIyM2FjZTNl/N2Q5MWM0N2ZhZmFl/MDY2OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}