🎙️ EP 16: The $1 Trillion AI Feedback Loop: Why OpenAI's Circular Deals Will Either Create the Future or Collapse Like Cisco in 2000
Your grandmother probably thinks AI is just fancy autocomplete. Your investors think it’s the next industrial revolution. Both might be right. And that’s exactly the problem.
Welcome to the most expensive game of musical chairs in human history.
In October 2025, OpenAI—the company that made you question whether your job is safe—signed roughly $1 trillion worth of deals. Not over decades. Not in theoretical future value. One trillion dollars in commitments that locked together the biggest names in tech like a high-stakes game of Twister.
Nvidia committed up to $100 billion to OpenAI’s data…
The skinny
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