Big Technology Podcast/
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Alex Kantrowitz and Ranjan Roy debate whether AI spending could tip markets and the real economy into a downturn, focusing on wealth effects, Google’s capex surge, and frontier-lab profitability. They then unpack a "subprime data center" financing structure and end by speculating about OpenAI acquisitions and a potential Tesla-SpaceX merger.
