Angel Au-Young

speaker

27 appearances 1 recordings 1 series first heard Apr 2026 last heard 12 Apr

Angel Au-Young’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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WSJ What’s News · The U.S. Economy Is Teetering. Here Are Three Industries to Watch · 12 Apr 2026 podcast

So you've got the biggest tech companies that are spending trillions of dollars to build out data centers and buy computer chips to power the AI technology.

And when you look at the data center buildouts, how many computer chips are coming online?

And you put that in the context of what's happening in the Middle East and how you've got shipping and energy constraints that will inevitably slow down the build out of data centers and these computer chips.

There seems to be a bit of a misalignment between how quickly we can get the compute to go online versus how much pent up demand there is for A.I.,

It kind of depends on who you talk to.

Some people say the demand is clearly there.

The infrastructure is not.

Others will say we're spending way too much on infrastructure and we don't know how this technology is going to pan out.

But if it turns out that this is not going to pan out in the way that investors and shareholders thought it would, then the shares for these companies will crash.

And if these companies crash, you're talking about a huge slice of the U.S.

economy.

And it's not hard to imagine that there will be trickle effects.

I mean, I'm here in San Francisco.

There's been so much talk in the last couple months about how the city is booming and it's all...

related to AI.

You've got housing prices skyrocketing, you've got rental prices skyrocketing.

If it turns out that this industry, the AI industry is not going to work out,

you could potentially see a crash in San Francisco.

So you've got the pro-AI people who say, this is only going to improve people's lives.

This is only going to make workers more efficient.

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