Episode
BND: Strategy Room Bonus - Is the music about to stop for the AI bubble?
- Podcast
- The Banker Next Door
- Published
- Jul 21, 2026
- Duration seconds
- 667
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Summary
This video is a clip from BND: Strategy Room Live Stream on July 18, 2026. This video looks at a series of articles that examine the current state of the AI market. The White House announces AI clearinghouse. The White House created Gold Eagle, an initiative to enable AI innovation by creating a clearinghouse for cybersecurity vulnerability coordination. At the same time, Google DeepMind chief Demis Hassabis calls for the U.S. to spearhead an AI standards body. Chamath Palihapitiya says that companies’ earnings are going to be impacted by ‘tokenmaxxing’. Apple is suing OpenAI after accusing executives of stealing trade secrets. This is yet another problem for OpenAI as they are trying to complete an IPO. Current and former employees of Meta are suing the company alleging discrimination by using AI in layoffs. TSMC is set to invest another $100 billion in Arizona. The White House’s plan to fix Intel is working. Elon Musk built a huge data center in Memphis; it is now the epicenter of the data center backlash. Tech companies are overloading Wall Street with AI bond requests as their capex spending is out of sight. Data center builders are racing to offload ownership stakes that are worth billions. Why would they be doing that now? The rush for cash through IPO’s, bonds, and capital raises is threatening to overwhelm the bull market. Why is everyone rushing to get cash out? It seems like the AI bubble is in real danger. The music has not stopped, but it appears to be slowing. This episode examined a series of articles from The Wall Street Journal and CNBC.