The AI Crash Is Way Worse Than People Realize
The S&P 500 and Nasdaq just posted the largest single-day losses in their history, and Nvidia, Broadcom and Oracle got hammered. Everyone’s blaming the blue wave. Tom’s take: Democrats didn’t build the wall AI is hitting. Debt, power and a timing mismatch built it. The election just rammed investors into it faster. Plus what this means for Anthropic’s IPO, the $500M data center debt fire sale, and the worst-case recession path.
Tom’s full Deep Dive on the AI power and debt wall drops next week. Subscribe so you don’t miss it.
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00:00 Intro
01:22 Worst single-day dollar loss in S&P history
07:46 AI was already in trouble: debt, revenue & power
17:49 Worst case: layoffs, private credit & recession
20:38 October jobs report surprise
21:57 Tesla winds down Cybertruck for CyberCab
29:28 US vs China: what’s really at stake in the AI race
34:22 Would America use a “cyber nuke”?
35:13 JD Vance’s midterm postmortem
48:19 California’s Prop 37 housing plan
1:14:53 Will GTA 6 be “woke”?
1:27:39 Utah charges Kalshi executives
1:31:16 Paraguay’s bank freeze
1:38:19 Russell Brand convicted
@virupakshawalla5734
November 8, 2026 at 5:26 pm
I am getting laid off due to AI and plan to use my redundancy monon a Musk monkey robot to hang out with to fill my empty days.
@virupakshawalla5734
November 8, 2026 at 5:26 pm
Problem was no regulations tempering the rush to unsustainable debt with fantasy build models
@hergandbiskell1546
November 8, 2026 at 5:26 pm
The comments regarding California's housing plan were straight up dope. they should be a rap song. Native Californians (the voter base) are the descendants of people who were clueless to begin with and ran out there chasing gold where most of them wound up paying notes on shovels. A genetic study should be done on this
@virupakshawalla5734
November 8, 2026 at 5:26 pm
We certainly don't want to live in a world where AI is controlled without regulations by Altman Musk Theil Ellison. Are you a Techno fascist by any chance m
@ageless-coach
November 8, 2026 at 5:26 pm
Good podcasts BUT the number of ads!!!! Too much bro….
@Patrick-im4pd
November 8, 2026 at 5:26 pm
Please, let it burn.
@eskatonart
November 8, 2026 at 5:26 pm
+1 vote for the Tom GTA stream!
@PedjaSrdić
November 8, 2026 at 5:26 pm
In China?😂😂😂
Only if CCP steal AI techology, like they are doing since forever.
We must stop CCP by any means.
@nige_moves
November 8, 2026 at 5:26 pm
Man you are so brainwashed , seriously for how smart you are wow
@cat-q9v
November 8, 2026 at 5:26 pm
these women were groupies plain and simple. One of them had a boyfriend at the time their morals are completely questionable to begin with where they raped if they were raped why did they wait 20 years to come forward think with your head you idiot.
@cat-q9v
November 8, 2026 at 5:26 pm
Tom, you were making a decision without having your facts straight. You haven’t bothered to research what happened in that courtroom there’s a lot of inconsistency in the allegations. I think this is a money making scheme by these women. I’m sorry, but this is an area that I don’t agree with you on and I am a woman it’s evil what they’re doing to this man no, I don’t think he was a saint. I think he probably did act very much like a misogynist, but I believe when he says it was consensual this is a political witch hunt, plain, and simple
Why are you not asking some simple questions like how did this happen? 20 years later and why is there no forensic evidence and why is there no statue of limitations on this one? I’m extremely disappointed with you. You’re relying on your emotions and not bothering to even do the research.
@MrWhitewidowweed
November 8, 2026 at 5:26 pm
Newsome communting death sentence and dsa wanting to empty prisons…and cops… and the law… or accountability… why not give the victim and there family to make the decision of death or life?
@dylanyoung3911
November 8, 2026 at 5:26 pm
If we go by what we know about Elon, which is showcasing what the future might look like, is the roadster with flip technology really a concept to measure near-term Tesla value on or was it just that, a concept of what may come? I think putting that in the category of industry value may be elementary. No one is going to want that car for exactly that conceptual stunt. If we put into perspective the mind of Elon, this was only a fractional look into what can be.
@boredmictrucking
November 8, 2026 at 5:26 pm
Trump lost the midterms the instant he gaslit the country on the epstein files.
Promises made, promise not kept.
@instantresults1
November 8, 2026 at 5:26 pm
Question is: What is A.I'm doing for the general population? nothing I still have to do everything. Artifical is a scam
@easymode7705
November 8, 2026 at 5:26 pm
If datacenter building oafs would brand them as energy production / powerplants with guaranteed energy dividends to local municipalities that host them, you would see less paranoia about their construction.
@thillsification
November 8, 2026 at 5:26 pm
These guys are so out of touch
@sensisio
November 8, 2026 at 5:26 pm
Hb ai runs ai and the government. What couldn't go wrong
@sammy-ix3eh
November 8, 2026 at 5:26 pm
I fight for the AI in the ai wars.
@bobdavis4419
November 8, 2026 at 5:26 pm
FANTASTIC!!! 'Bout time we get an adjustment on INFLATION! 6:35
@bobdavis4419
November 8, 2026 at 5:26 pm
Who cares about what the stock market is doing?? If you care what the stock market is doing, I'll let you in onna secret….YOU'RE Doing it WRONG!! BELEEEV DATT! 0:25
@DanDanDan-c2w
November 8, 2026 at 5:26 pm
Assasins creed Valhalla literally had a side quest where my male character had a gay hook up session with a male NPC. That was the first time I realised oh shit woke culture is definitely in the games now lol
@samustheshollie6300
November 8, 2026 at 5:26 pm
We need regulation on asymmetry power dynamics