# SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos Page: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/spacex-ai-bigger-than-the-dot-com-bubble-jim-chanos Text version: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/spacex-ai-bigger-than-the-dot-com-bubble-jim-chanos.md Podcast: [The John Johnston Lounge](https://stenobird.com/podcast/the-john-johnston-lounge-3300872) Published: 2026-06-15T11:59:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/thejohnjohnstonlounge/episodes/SpaceX--AI-Bigger-Than-The-Dot-Com-Bubble--Jim-Chanos-e3kq339 Audio file: https://anchor.fm/s/351e66a0/podcast/play/121489961/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-15%2F426156005-44100-2-96b53d49b3334.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/spacex-ai-bigger-than-the-dot-com-bubble-jim-chanos Duration seconds: 863 ## Resource John Johnston (JJ) reacts to famous short-seller Jim Chanos, as he gives his vast experience-led opinions about the warming signs he sees in the current U.S. stock market, including the SpaceX and upcoming AI IPOs, and the AI data center buildout. Related episodes: Elon's SpaceX HAS TO Grow Like No Company Ever Has https://open.spotify.com/episode/0utF3Iw7k1Tmz5PDf02FfX Is SpaceX Overvalued by ~$1 Trillion? (Morningstar Says So) https://open.spotify.com/episode/6luNeIb6Er8hkgOV9ySsw0 Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn Referenced video: "This Is Bigger Than the Dot-Com Bubble": Jim Chanos's Brutal Warning Before the SpaceX IPO https://youtu.be/MYm33zOpT0g SpaceX IPO Is Troubling Sign for Markets, Chanos Says https://youtu.be/LoLdN9Q9hwU The IPO Frenzy Has Begun — ft. Howard Marks https://youtu.be/_LZe22xhsHc Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/spacex-ai-bigger-than-the-dot-com-bubble-jim-chanos/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-john-johnston-lounge-3300872/spacex-ai-bigger-than-the-dot-com-bubble-jim-chanos.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.