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The AI Trade Just Got A Warning From Meta, Sonic AI
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The AI Trade Just Got A Warning From Meta
Prof G Markets
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Jul 2, 2026
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39:26
Interview
The AI Trade Just Got A Warning From Meta
From
Profits Markets
Ed Elson
(Business, technology, and geopolitics analyst…, Profits Markets)
•
Ed Zitron
(Founder and CEO, Easy Primary Research)
•
Melissa Murray
(Guest)
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Executive Summary
Meta plans to sell its excess AI compute capacity, a move interpreted as an admission of overbuilding and a failure of its internal AI product strategy, signaling a potential contraction in the AI compute bubble.
OpenAI has reportedly delayed its IPO after its advisors were unable to secure a desired trillion-dollar valuation, raising serious questions about the true market value of leading AI firms.
Recent Supreme Court rulings have significantly expanded presidential power, allowing the firing of heads of independent agencies (like the FTC) and removing limits on political party spending, reshaping the balance of power in Washington.
Donald Trump's financial disclosures revealed over $2 billion in personal earnings, including $1.2 billion from crypto, alongside stock trades suggestive of insider trading, highlighting concerns about corruption amplified by expanded executive powers.
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The AI Compute Bubble
Re-evaluation of AI Company Valuations
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