Episode Details

Everything is screwed. But how screwed?

https://pivot-to-ai.com/2026/03/27/the-ai-bubble-and-the-global-polycrisis/ - blog post

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Sources:

• Welcome to a Multidimensional Economic Disaster https://www.theatlantic.com/technology/2026/03/ai-boom-polycrisis/686559/
• Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://asia.nikkei.com/business/tech/semiconductors/supply-crunch-in-intel-amd-cpus-deals-fresh-blow-to-pc-and-server-makers
• The AI Industry Is Lying To You https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Previously on Pivot to AI:

• Dan Davies: Lying for Money — not a book about crypto, except it really is https://davidgerard.co.uk/blockchain/2021/09/23/dan-davies-lying-for-money-not-a-book-about-crypto-except-it-totally-is/
• 'AI is here to stay' — is it, though? What do you mean, 'stay'? https://pivot-to-ai.com/2025/07/10/ai-is-here-to-stay-is-it-though-what-do-you-mean-stay/
• video: https://www.youtube.com/watch?v=306W5Nqnbbs&list=UU9rJrMVgcXTfa8xuMnbhAEA
• AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/
• video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
• AI screws us over again: memory shortages, Crucial shutting down https://pivot-to-ai.com/2025/12/04/ai-screws-us-over-again-memory-shortages-crucial-shutting-down/
• video: https://www.youtube.com/watch?v=rWNSPL6BRuY&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Let's power AI with supersonic jet engine turbines! https://pivot-to-ai.com/2025/12/11/lets-power-ai-with-supersonic-jet-engine-turbines/
• video: https://www.youtube.com/watch?v=fwkFdqAbpUc&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Blue Owl won't give your money back. This is fine https://pivot-to-ai.com/2026/02/26/blue