What happens to Life Insurance and Pensions If AI Bubble bursts?
Granola is the AI notepad for back-to-back meetings for busy professionals. Try Granola and get 100% off your first month: https://www.granola.ai/?via=daria-k #ad AI infrastructure is being financed by some of the world’s most conservative pools of capital including life insurance companies and pension funds. In this video, I examine the risks of AI data center debt, rapidly depreciating GPUs, and whether this could create a financial crisis reminiscent of the 2008 “Big Short.” 00:00 - The Next Big Short? 01:17 - How Insurance money funds AI 04:20 - Ad 06:34 - How Life Insurance and Pensions invest in data centers 16:01 - The VALUATION problem 18:55 - What happens if the data center bet goes wrong? 23:06 - What's actually true about the "Big Short"
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