Oct. 9, 2025

The Intertwined Finances of AI

+ Why We're Optimistic Short- and Long-Term

It’s all AI this week, as there isn’t much jobs/inflation news amidst a government shutdown.  We’ll start with OpenAI’s AMD investment and focus on the implications of circular, vendor financing in the AI sector. We’ll explore similarities to the dot-com boom, market sentiment from the “intelligent”, and investing at all-time highs, and discuss how crazy it is to look at the top 10 companies just 10 years ago. 


Key Takeaways

  • [00:17] - Looking at vendor financing in the AI world

  • [07:13] - How AI is affecting the job market

  • [10:13] - We’re always optimistic long-term. Here’s why we’re optimistic short-term

  • [13:22] - Looking back at the top 10 companies just 10 years ago


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