
329. How close is a global markets crash?
With tech stocks falling on fears of data centre delays, is a financial bubble near to bursting? Even as Anthrophic gears up for a record breaking stock market listing? Are CoreWeave's and Oracle's debt wobbles and Alphabet's share price fall the canary in the coal mine? How serious are the challenges faced by Open AI? Robert talks with Azeem Azhar - founder of leading tech analysis firm Exponential View - about whether AI revenues can continue to rise fast enough to justify the trillions of dollars of annual AI investment. Plus they discuss which previous boom-bust era is the best analogy with this one. The Rest is Money is brought to you by Octopus Energy, Britain’s smart energy pioneer. Email: therestismoney@goalhanger.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney Advertise with us: Partnerships@goalhanger.com For more Goalhanger Podcasts, head to www.goalhanger.com Video Editor: Dylan Bonham Social producer: Teo Ayodeji-Ansell Producer: Lizzie Wood General Manager: Tom Whiter Learn more about your ad choices. Visit podcastchoices.com/adchoices