The AI Crash Is Way Worse Than People Realize

The S&P 500 and Nasdaq just posted the largest single-day losses in their history, and Nvidia, Broadcom and Oracle got hammered. Everyone’s blaming the blue wave. Tom’s take: Democrats didn’t build the wall AI is hitting. Debt, power and a timing mismatch built it. The election just rammed investors into it faster. Plus what this means for Anthropic’s IPO, the $500M data center debt fire sale, and the worst-case recession path. Tom’s full Deep Dive on the AI power and debt wall drops next week. Subscribe so you don’t miss it. Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Check us out wherever you get your podcasts: Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd Apple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648 Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder) Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com) Check out our Video game - Project Kyzen: (https://projectkyzen.io/) Catch Me Streaming on Twitch -  (https://twitch.tv/tombilyeu) Link to IT discord: https://discord.gg/TZKJ2etPbT Tom's Favorite Things List:  https://amzn.to/41Ftt7e For Business inquiries: connect@impacttheory.com FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu Twitter: https://x.com/TomBilyeu YouTube: https://www.youtube.com/@TomBilyeu 00:00 Intro 01:22 Worst single-day dollar loss in S&P history 07:46 AI was already in trouble: debt, revenue & power 17:49 Worst case: layoffs, private credit & recession 20:38 October jobs report surprise 21:57 Tesla winds down Cybertruck for CyberCab 29:28 US vs China: what's really at stake in the AI race 34:22 Would America use a "cyber nuke"? 35:13 JD Vance's midterm postmortem 48:19 California's Prop 37 housing plan 1:14:53 Will GTA 6 be "woke"? 1:27:39 Utah charges Kalshi executives 1:31:16 Paraguay's bank freeze 1:38:19 Russell Brand convicted