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Being Exponential With Luke Lango

AI Boom Cracking? Nvidia, Palantir, & The Jobs Apocalypse

04 Sep 2025

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Is the AI party already winding down? Nvidia just posted blowout earnings—yet the stock stalled. Palantir, Robinhood, CrowdStrike, Snowflake, and more are all sliding. Are we witnessing the early signs of an AI crash?In this episode of Being Exponential, we dive into why stellar earnings may not be enough to sustain the boom, the “AI Jobs Apocalypse” and a new Stanford paper showing AI is already replacing workers, rapid reactions to big earnings reports, and the exponential potential of battery maker Enovix. We’ll also touch on the key exponential stocks to watch right now.

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