The Structural Risk Beneath the AI Boom

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The AI boom hasn't just captured investor imagination. It has quietly become one of the biggest concentrations of financial risk in modern history. In this video, we dig into the economic mechanics that most coverage glosses over: a business model that may actually lose more money as it scales, a web of capital flows that can look like growth while cycling through the same handful of players, and a market so top-heavy that a single crack could become a systemic fracture. The technology may be real, but the economics deserve a much harder look.

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