{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8619b180\"></iframe>","width":"100%","height":180,"duration":1227,"description":"AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the open web are cracking, and who is really paying for the AI buildout.\nWe also lay out the bear case (concentration, borrowing, VC-subsidized spending and the walls going up around Reddit and Amazon) and the bull case (real demand, cash-rich hyperscalers, labs with money in the bank, and what happened to the internet after 2000), and why this looks more like a correction than a collapse.\n==\nTimestamps\n00:00 Is the AI Bubble Popping?\n00:55 Big Tech Doubles Down\n02:14 How the Selloff Started\n03:11 Three Signals From Earnings\n04:07 Search Is Breaking\n04:59 Reddit Builds a Wall\n07:20 The Overbuild Question\n09:00 Who's Paying for It\n10:13 Walls Around the Web\n10:54 Amazon Blocks Meta's Muse\n12:34 The Bear Case\n13:46 The Bull Case\n17:23 The Internet Still Won\n18:51 Final Thoughts\n#ai #stocks #bubble #nvidia #google\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}