{"podcast":{"title":"NAB Morning Call","slug":"nab-morning-call-427359","podcast_index_feed_id":427359,"rss_url":"https://feeds.acast.com/public/shows/631a89913c2be9001415dc41","website_url":"https://shows.acast.com/morningcall","image_url":"https://assets.pippa.io/shows/631a89913c2be9001415dc41/1782096193619-f4b4f870-948c-4d31-8eaf-fbd5f5bd0cfe.jpeg","author":"NAB - The Morning Call","episode_count":1568,"summary":"Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-10T14:21:23.870249+00:00","page_url":"https://stenobird.com/podcast/nab-morning-call-427359"},"episode":{"title":"Weekend Edition: AI - Revolution, bubble or doomsday?","slug":"weekend-edition-ai-revolution-bubble-or-doomsday","published_at":"2026-06-26T05:00:00+00:00","page_url":"https://stenobird.com/podcast/nab-morning-call-427359/weekend-edition-ai-revolution-bubble-or-doomsday","show_page_url":"https://stenobird.com/podcast/nab-morning-call-427359","url":"https://shows.acast.com/morningcall/episodes/weekend-edition-ai-revolution-bubble-or-doomsday","audio_url":"https://sphinx.acast.com/p/open/s/631a89913c2be9001415dc41/e/6a3c967497b52d993682737e/media.mp3","summary":"Friday 26th June 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . Is artificial intelligence on track to save mankind, or is the relentless hype hiding a massive financial crash and an ultimate existential threat? This weekend Phil tackles these profound questions with BCA Research's Chief Global Investment Strategist, Peter Berezin, following his controversial paper, “Boom Before Doom: The Terrifying Reason to Be Bullish on AI”. Drawing sharp parallels to the 2000 dotcom bust, Peter challenges the \"winner-take-all\" assumptions fueling today’s record data centre investments. He warns that computing power is rapidly becoming a commoditised, low-margin utility akin to historical railroads, canals, and airlines—destined to lose investors billions even as it reshapes society. But if the financial structural risks aren't enough, the episode pivots to a chilling medium-term outlook: if first-mover tech giants fail to generate sustainable profits, what happens if they intentionally give AI models full autonomy over real-world infrastructure and corporate operations simply to slash human labour costs? Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Friday 26th June 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1854,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/nab-morning-call-427359/episodes/weekend-edition-ai-revolution-bubble-or-doomsday/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/nab-morning-call-427359/weekend-edition-ai-revolution-bubble-or-doomsday.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}