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AI stocks are booming — but are we nearing a breaking point?
This week on Newcomer, we unpack how OpenAI, Anthropic, Nvidia, and AMD are fueling what might be the biggest tech money machine since the dot-com bubble. From trillion-dollar valuations to volatile deals and hype cycles, we explore whether this “AI economy” is sustainable — or if it’s starting to look like a Ponzi scheme.

We break down how OpenAI’s partnerships with AMD, Nvidia, and Oracle are reshaping the hardware landscape — echoing the historic Intel vs. AMD rivalry sparked by IBM decades ago. Meanwhile, Anthropic is positioning itself as the Apple to OpenAI’s Microsoft, betting on design, ethics, and closed ecosystems to win the next phase of the AI wars.

In the second half, we turn to media and culture:

What does CBS’s acquisition of The Free Press mean for independent journalism?

Why has Hollywood been so slow to adopt AI video tools like Sora and Veo — and what does that reveal about the creative industry’s fear of change?

And are investors finally waking up to how fragile the AI-driven market really is?

This is your inside look at the trillion-dollar feedback loop driving AI’s future — and maybe its collapse.

📈 Topics Covered:
0:00 — The AI hype cycle and stock market mania
00:53 — Sponsor: NotebookLM
01:23 — Altman’s “new financing instrument”
02:35 — OpenAI–AMD deal
03:36 — Stock pops & circular finance
05:06 — Nvidia/Oracle/Broadcom ties
07:05 — Circular AI economy
10:16 — Claude pop-up hype
14:26 — Hype vs. conversion
23:07 — Sora fade & IP backlash
33:25 — Do AI apps need Hollywood?
35:54 — Outro

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