August 12, 2026
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1:35:18Now PlayingJensen Huang just unveiled a new half-trillion-dollar plan to pull the world's biggest investors — BlackRock, Blackstone, KKR — into financing the AI buildout. Tom breaks down why it looks less like sound investment and more like the kind of circular, hidden-risk financing that blew up in 2008, and why the average person is far more exposed to the AI bet than they realize: it's quietly sitting in your pension, your insurance fund, and your 401(k). Then, the flip side of AI's promise: Google just proved its AI doctor outperforms human physicians — 83% to 68% on diagnosis — even with patients actively trying to mislead it. Plus, Mamdani takes on Amazon, and what "making things affordable" by raising costs actually reveals.
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