{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Exponential Learning","title":"AI or Bust — Deep Dive","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/fbe3a913\"></iframe>","width":"100%","height":180,"duration":1056,"description":"Alex and Jordan go deep on Sonu Varghese's Carson Group piece 'It's All One Big Trade Now: AI or Bust': why hot inflation sent yields plunging, the AI credit stress (CoreWeave, Oracle, Meta CDS), the inflation supercycle vs the 1990s, concentration (42 stocks driving two-thirds of returns), plus a stress-test of the thesis — the bull case, private credit's role, and what would prove it wrong. For informational and educational purposes only; not financial advice.","thumbnail_url":"https://img.transistorcdn.com/MEbZLwpNkIcbqttzON7Jk6si31KaI9A5QFT6HJupKV0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mNzNh/Nzk4OTNmZDAyNGRm/NGUzNmM3NWNiZmE1/ZmVlZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}