Descriptions:
My Links đź”— Newsletter: https://natesnewsletter.substack.com/
👉🏻 X: https://x.com/natebjones
👉🏻 TikTok: https://www.tiktok.com/@nate.b.jones
👉🏻 Instagram: https://www.instagram.com/nate.b.jones
What’s really happening inside the AI bubble?
The common story is that the correction proves the whole AI trade was overhyped — but the reality is more complicated, and the distinction is where the money is.
In this video, I share the inside scoop on what the AI stock correction actually means:
– Why a stock correction doesn’t prove the demand is fake
– How inference and agents rewired the compute math
– What separates real AI revenue from a good narrative
– Where the actual winners will capture durable value
For anyone deploying capital, budget, or AI tools in 2026, the real edge is no longer betting on AI in general — it’s knowing which layer is speculative froth and which is real demand hardening into infrastructure.
Chapters:
00:00 AI stocks correct and the bubble question returns
00:50 A correction doesn’t mean the demand is fake
01:33 Financial froth vs. the physical supply chain
03:05 Real revenue: OpenAI, Anthropic, and NVIDIA
05:30 Where the bears are right: spending vs. revenue
06:45 Railroads, fiber, dot-com: real build-outs, ruined investors
08:06 Why inference is the part everyone underexplains
10:05 The question of 2026: are expensive tokens worth it
11:53 The better model: buildout vs. payback
13:34 The questions to actually ask about any AI company
15:30 Narrative, correction, sorting: the three phases
17:47 AI is a marathon, not a sprint
Listen to this video as a podcast.
– Spotify: https://open.spotify.com/show/0gkFdjd1wptEKJKLu9LbZ4
– Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-news-strategy-daily-with-nate-b-jones/id1877109372
