# What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

Page: https://stenobird.com/podcast/big-technology-podcast-197340/what-happens-if-ai-fails-subprime-data-center-crisis-how-bad-can-spacex-get
Text version: https://stenobird.com/podcast/big-technology-podcast-197340/what-happens-if-ai-fails-subprime-data-center-crisis-how-bad-can-spacex-get.md
Podcast: [Big Technology Podcast](https://stenobird.com/podcast/big-technology-podcast-197340)
Published: 2026-07-24T21:33:00+00:00
Episode link: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP3950739853.mp3
Audio file: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP3950739853.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/big-technology-podcast-197340/episodes/what-happens-if-ai-fails-subprime-data-center-crisis-how-bad-can-spacex-get
Duration seconds: 3876

## Resource

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are Learn more about your ad choices. Visit megaphone.fm/adchoices

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/big-technology-podcast-197340/episodes/what-happens-if-ai-fails-subprime-data-center-crisis-how-bad-can-spacex-get/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/big-technology-podcast-197340/what-happens-if-ai-fails-subprime-data-center-crisis-how-bad-can-spacex-get.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.