Different cycle, similar Enron-esque financial tricks and behaviours have compounded financial and contagion risks. The segment below connects some important dots.

AI infrastructure is being financed by some of the world’s most conservative pools of capital, including life insurance companies and pension funds. In this video, I examine the risks of AI data center debt, rapidly depreciating GPUs, and whether this could create a financial crisis reminiscent of the 2008 “Big Short.” Here is a direct video link.