The mainstream finally caught up. Moody’s, Goldman Sachs, and Oliver Wyman are now openly modeling AI crash scenarios. $33 trillion in value at risk. Here’s what happened this week and what’s coming next.
Timestamps:
00:00 - The bubble is popping
00:30 - 30,000 foot overview
02:00 - Oliver Wyman: $33 trillion wipeout scenario
04:30 - Moody’s warning: ripple effects beyond tech
06:00 - Goldman Sachs admits “pockets of euphoria”
07:00 - The $3-6 trillion CapEx problem
08:00 - MIT study: 95% saw no ROI from AI
09:30 - AI-driven inflation incoming
10:00 - The layoffs (Meta, Tailwind, Citibank)
12:00 - “Hiring aggressively” while laying off 55%
13:00 - Even TSMC is nervous
16:00 - How the pop actually happens
21:00 - What this means for you
