Latest / Know Your Risk Podcast
AI’s Biggest Threat Might Be Better AI
October 27, 2026 - What if the biggest threat to today’s AI winners isn’t fading demand—but technology getting better? Zach Abraham and Chase Taylor examine how cheaper chips, more efficient systems and AI’s own breakthroughs could put pressure on the profit margins powering the stock-market boom.
Zach argues that demand for greater computing power could keep expanding while the economics change for the companies supplying it. Chase offers a counterpoint: falling costs can encourage more adoption, and Nvidia’s advantage could prove more durable than skeptics expect. The question is who…
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