# The AI Trade Just Got A Warning From Meta

Page: https://stenobird.com/podcast/prof-g-markets-6899881/the-ai-trade-just-got-a-warning-from-meta
Text version: https://stenobird.com/podcast/prof-g-markets-6899881/the-ai-trade-just-got-a-warning-from-meta.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-07-02T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP3447220068.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP3447220068.mp3
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JSON: https://stenobird.com/v1/public/podcasts/prof-g-markets-6899881/episodes/the-ai-trade-just-got-a-warning-from-meta
Duration seconds: 2479

## Resource

Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s latest decisions and what they mean for the future of the country. Finally, Ed gives his take on Trump’s personal financial disclosures. Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. Melissa Murray is a professor at NYU Law and co-host of the Strict Scrutiny Podcast. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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## Transcript

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