Episode
The AI Chart Everyone Is Getting Wrong
- Published
- Jun 12, 2026
- Duration seconds
- 1996
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Summary
A viral Wall Street chart has kicked off a new round of AI bubble panic, but NLW argues the market is reading it wrong. The real story isn’t collapsing demand — it’s the shift from the token subsidy era to the token scarcity era, where companies are learning to route AI usage more efficiently. In the headlines: SpaceX’s IPO, Bezos’ Prometheus raise, Meta’s Manus split, chip supply chain crunches, and Goldman’s trillion-dollar AI infrastructure forecast. Check out the new https://aidailybrief.ai/ Brought to you by: KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/Sophisticated Section - Section turns AI investment into workforce transformation and ROI - https://www.sectionai.com/ Bolt - Claim a free month of Bolt Pro - https://bolt.new/partner/aidb/ Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/ Scrunch - The AI customer experience platform - https://scrunch.com/ Zenflow Work - Agents for knowledge work - https://zenflow.free/ Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/ AssemblyAI - The best way to build Voice AI apps - …