The real AI bubble
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@PhilEdwardsInc
November 6, 2026 at 4:11 am
me: "tulips are a bubble"
comment: "he just said tulips don't exist!"
me: "well, not ex-"
comment: "this dude hates tulips!!!"
me: "no, not re-"
comment: "this dude thinks there's no tulip bubble!"
rinse, repeat
@jonathanhoffman7464
November 6, 2026 at 4:11 am
I love that there's an AI sponsor to this video. It's giving "nuanced critique." The internet hates those.
@sidelightdocs
November 6, 2026 at 4:11 am
Using the abandoned wooden ships at Mallows Bay as a case study for the data centre build-out is a really clever way in, especially the point that a bubble soaks up supply for something that wasn't even that good. The wartime quote about building faster than submarines could sink them shows how urgency can justify almost anything.
@clemensbock7434
November 6, 2026 at 4:11 am
4:42 there are 67 steel-ship yards. Nice.
@taylorbraithwaite2084
November 6, 2026 at 4:11 am
An AI bubble would be more like the railroad bubble or the canal bubble. Railroads and canals still benefited society, but the investors lost big.
@vilvero
November 6, 2026 at 4:11 am
When the bubble pops think we could buy hardware dirt cheap or will they just “burn” them?
@richardlgambrell1144
November 6, 2026 at 4:11 am
there are too many data centers with growing capacity that just won't find a use that pays for them before they become obsolete and before we figure out how REALLY to use AI productively. Factories were not usually built like this. Imagine if cars were manufactured by the tens of thousands before people knew how to drive.
@Paper_and_Light
November 6, 2026 at 4:11 am
I, too, would like to find a way of writing off a kayaking trip.
Great video, as always!
@edmonddantes504
November 6, 2026 at 4:11 am
That definitely took a lot comparing data centers to you kayaking😅
@pohldriver
November 6, 2026 at 4:11 am
What happens if the bubble pops or GPU upgrades? The old high powered GPUs get used in regular computers and local servers. The buildings get docks installed and it gets turned into a warehouse or manufacturing facility. They're hard, reusable items. Those ships were obsolete when they were constructed. Other than reclaiming the timber, which wasn't a thing back then, they served their intended purpose.
@Aman-ti4qu
November 6, 2026 at 4:11 am
I think the war analogy fits very well with the current one, just because how reliant US is on AI for its economic growth and really nothing else. Just like in the war, where the bet on continuation of the war is what kept the economy growing
@FogartyAvenue
November 6, 2026 at 4:11 am
Epic
@drewirvin5620
November 6, 2026 at 4:11 am
I appreciate the comparison. I’m fascinated by the construction of these massive buildings they only plan to use for 5-10 years.
@adamkauffman9311
November 6, 2026 at 4:11 am
“I believe ‘Diversity’ is an old wooden ship from the Civil War era.”
@zilog1
November 6, 2026 at 4:11 am
they are gonna grind up the GPUs and tech because they don't want it to get in the hands of consumers. Who knows what those Rapscallions will do with em!
@Rich_1
November 6, 2026 at 4:11 am
I love how crafty you are Phil 😅
@w4in
November 6, 2026 at 4:11 am
Oh no grass gone
@jacksoncobb8801
November 6, 2026 at 4:11 am
omg please clean your laptop
@samuelsherburne5175
November 6, 2026 at 4:11 am
Excelent video, I really appreciate the insight from the Mallows bay. Very interesting.
@whatilearnttoday5295
November 6, 2026 at 4:11 am
This "AI BUBBLE!!!" market is going to pop for youtubers sooner or later.
@puzzzl
November 6, 2026 at 4:11 am
Running an AI ad in the middle of a video about the negative consequences of AI is an interesting choice. I'm not personally anti-AI or anything, but isn't that a little… dissonant? Regardless, what breaks me up most about this video was the mention of long leaf pine: they built the shipbuilding yards near the densest groves of said pine in Virginia, then proceeded to cut nearly all of it down. Long leaf pine is now endangered. And what did they do with all of it? Well, it turns out they dumped it in a lake and lit it on fire.
@Fleischkopf
November 6, 2026 at 4:11 am
but why didnt they just sell the boats instead of letting them rot? or at least given away for free? i bet there were people who could have used them. even if just for firewood or something, or to house the poor maybe
@EmotionalSupportUnc9028
November 6, 2026 at 4:11 am
Interesting video to have an a.i. sponsor on 😝
@hiskishow
November 6, 2026 at 4:11 am
It's feels similar to the railroad bubble. After the first railroad between Leeds and Manchester gained a million users in one month people went absolutely crazy about railroads in UK and Germany and private companies built railroads everywhere with private investor money, thinking it will be the greatest money making machine ever. Turns out railroads were expensive to maintain and all the companies were taken over by the local governments and people lost their money as all the private companies went under basically. AI seems like the next big thing so everyone is betting on it and it's a snowball.
@EmotionalSupportUnc9028
November 6, 2026 at 4:11 am
0:20 Well ship 😕