Leave your feedback Share Copy URL https://gographicsoutput.com/video/jCDFtjVNaXw.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Your $20 AI Plan Costs Them Thousands. Thats Not The Bubble. Yandy Diaz [990CYPchTn0] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #Yandy Diaz, #cavs vs pistons, #wes streeting, #meg ryanMy Links Newsletter: X: TikTok: Instagram: What's really happening inside the AI bubble?The common story is that the correction proves the whole AI trade was overhyped but the reality is more complicated, and the distinction is where the money is.In this video, I share the inside scoop on what the AI stock correction actually means: - Why a stock correction doesn't prove the power outage near me demand is fake - How inference and agents rewired the compute math - What separates real AI revenue from a good narrative - Where the actual winners will capture durable valueFor anyone deploying capital, budget, or AI tools in 2026, the real edge is no longer betting on AI in general it's knowing which layer is speculative froth and which is real demand hardening into infrastructure.Chapters:00:00 vodafone share price AI stocks correct and the bubble question returns00:50 A correction doesn't mean the demand is fake01:33 Financial froth vs. the physical supply chain03:05 Real revenue: OpenAI, Anthropic, and NVIDIA05:30 Where the bears are right: spending vs. revenue 06:45 Railroads, lens nantes fiber, dot-com: real build-outs, ruined investors08:06 Why inference is the part everyone underexplains10:05 The question of 2026: are expensive tokens worth it11:53 The better model: buildout vs. payback13:34 The questions to actually ask about any AI company15:30 Narrative, correction, sorting: the three phases17:47 AI is a marathon, not a sprintListen to this video as a podcast.- Spotify: - Apple Podcasts:
Tag: #Yandy Diaz, #cavs vs pistons, #wes streeting, #meg ryanMy Links Newsletter: X: TikTok: Instagram: What's really happening inside the AI bubble?The common story is that the correction proves the whole AI trade was overhyped but the reality is more complicated, and the distinction is where the money is.In this video, I share the inside scoop on what the AI stock correction actually means: - Why a stock correction doesn't prove the power outage near me demand is fake - How inference and agents rewired the compute math - What separates real AI revenue from a good narrative - Where the actual winners will capture durable valueFor anyone deploying capital, budget, or AI tools in 2026, the real edge is no longer betting on AI in general it's knowing which layer is speculative froth and which is real demand hardening into infrastructure.Chapters:00:00 vodafone share price AI stocks correct and the bubble question returns00:50 A correction doesn't mean the demand is fake01:33 Financial froth vs. the physical supply chain03:05 Real revenue: OpenAI, Anthropic, and NVIDIA05:30 Where the bears are right: spending vs. revenue 06:45 Railroads, lens nantes fiber, dot-com: real build-outs, ruined investors08:06 Why inference is the part everyone underexplains10:05 The question of 2026: are expensive tokens worth it11:53 The better model: buildout vs. payback13:34 The questions to actually ask about any AI company15:30 Narrative, correction, sorting: the three phases17:47 AI is a marathon, not a sprintListen to this video as a podcast.- Spotify: - Apple Podcasts: