ATC quote · Oct 19, 2026 · 1:29:27
“Nice. Okay. So that means we got time. The crash wasn't until 1929. Like, we're good, guys. It's simple.”
Dave @DCBK2LA
From JPMorgan goes Ethereum. Chips go 2008., Oct 19, 2026 · Episode page

In context
1:29:10 Moni @monitalan: Oh, I was just gonna say, look, Kashi's headline from an hour ago. AI stocks now make up 49% of the S and P 500, the second largest concentration in history behind only railroads in the eighteen eighties. So I think that speaks to the world we're living in with AI.
1:29:27 Dave @DCBK2LA: Nice. Okay. So that means we got time. The crash wasn't until 1929. Like, we're good, guys. It's simple.
1:29:33 chromatique @chromatique: And with and with the AI trade, just... So investors are... Like, the government... United States government and hyperscalers, neo clouds, they're fighting for the same investor pool, investor capital. Right? And so given that, as we go into next year, there's a lot of hyperscalers that are gonna have a lot of this debt maturing. And so they're gonna have to figure out a way to roll that over. And so... And there's…
Show discussion only, not financial advice. Transcripts are auto-generated.
