Ed Elson
speaker
772 appearances
3 recordings
1 series
first heard Sep 2026
last heard today
Ed Elson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.
Appearances
Uh well well y ya oatmeal savage, that's what my father used to call me when he was joking.
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Um
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Some data.
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Most announced data centers were never real.
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To build a data center develop applies
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to plug into the power grid and operators get five to ten times more applications than real buildings because
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They file a whole pile uh to p to hedge.
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Most have no financing, no power deal and no equipment ordered, and some.
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Most
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Or our most planned data centers are press releases.
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Bloomberg expects a third to half of all US data centers plan for twenty twenty six to be delayed or cancelled.
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Um, why people seem to the the latest scare around AI is the debt.
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Wall Street's mood has flipped uh fast.
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And Bank of America's investor survey, forty five percent, now call the AI bubble the biggest risk, up from twenty-eight percent a month earlier.
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The build-out runs on borrowed money right now.
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One estimate puts the Giants hidden debt at one point seven trillion.
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That's up eightfold in four years.
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The scary part is the is what's not in plain sight here, and that is eight hundred plus billion is pushed off the books into shell companies.
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So it's hard to see who's gonna eat the losses.
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Plus this debt is backed by chips that can lose value overnight if a better one uh emerges.
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Showing 401–420 of 772 · page 21 of 39
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