Uploaded April 2026 | Updated September 2026, 2 weeks ago

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Is the AI bubble getting ready to burst? We’re seeing major spending cuts at OpenAI, Mass Layoffs at Oracle, and ludicrous valuations for companies that don’t have the revenues to back those values up, and DDR5 prices are dropping around the world. It’s starting to look like the RAM crisis won’t last forever.

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CHAPTERS
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0:00 Intro
2:05 Tell me about the Tulips
4:08 Where's the Profit?
6:03 Why focus on OpenAI?
8:08 But what about...?
12:00 Credits