Alex Kantrowitz
@alex.kantrowitz·59K subscribers·563 videos
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Posted
July 27, 2026
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10,571
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July 27, 2026
10,571
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1:02:07Now PlayingRanjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI?
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