"The Bond Market Is Saying No" To The AI Bubble

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Издатель Oct 26, 2026

Jack Gamble (Nobody Special Finance) on CoreWeave, Anthropic and the AI bubble: why the bond market is saying no to the AI data center build-out.

IN THIS EPISODE
- Why Firmus and other AI builders pulled or delayed their listings
- How Nvidia, the cloud giants and private credit fund the companies that buy AI chips
- What CoreWeave's bonds (about 80 cents on the dollar) and default insurance price imply
- Anthropic's reported $80.7B first-half loss and its planned listing
- Oracle's Project Jupiter, Meta's higher spending and its negative free cash flow
- Why Jack says the hardware, not AI, is the bubble, and where a Mac mini fits in
- Bond yields, oil and gold (Jack's views)

#AIBubble #CoreWeave #Anthropic

CHAPTERS
0:00 Coming up
1:08 Welcome, And What Has Happened To AI Stocks
2:29 The New Companies Renting Out AI Chips
4:43 The Australian Listing That Fell Apart
6:49 Why AI Companies Are Calling Off Share Sales
11:50 Anthropic's Loss, And What A Listing Would Buy It
13:37 What Happens To Stocks If AI Spending Stops
17:52 Is Nvidia Funding Its Own Customers?
20:35 A word from Kalshi
21:51 What The Bond Market Is Saying About AI
27:31 Why Credit Ratings Look Calm
31:56 Can CoreWeave Survive?
35:23 When Could The AI Bubble Burst?
38:44 What Meta's Earnings Showed
44:08 Cheap AI At Home, And Who Really Uses It
49:53 Why Money Is Running Into Government Bonds
51:40 How Interest Rates Really Work, And Why Gold Sells Off In A Panic
54:22 Can A Fusion Machine Make Gold?
56:02 Thanks And Goodbye

SOURCES: CNBC, SEC filings (CoreWeave, Nvidia, Meta), Bernstein, WSJ and Reuters (Anthropic draft S-1), Financial Times, Yahoo Finance, Bloomberg, Newcastle Herald, The New Daily. Figures as reported on the dates shown on screen. Not a recommendation.

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