Inside AI's Circular Economy: Geopolitical Loopholes, Hidden Debt, and Financial Engineering
The video breaks down a recent Bloomberg investigation on "OpenAI, Nvidia fuel $1 trillion ai market with web of circular deals".
Carlo's take
The trillion-dollar AI market isn't just about technology—it's built on complex financial structures and circular funding arrangements. This investigation reveals how much of AI's reported growth is driven by companies investing in each other, raising questions about the sustainability of current valuations and business models.
