With its promise to displace jobs and disrupt daily life, AI and large language models have formed a unique market and social bubble: one that nearly everyone hates. Despite little revenue, billions of dollars are promised by hyperscalers like Google and Meta to help build out AI data centers in increasingly arcane financing schemes that are propping up the otherwise meager economy. Today on the show Matt and David invite two guests: Advait Arun, Senior Associate for Capital Markets a...