AI spending is surging—GPUs, data centers and power projects everywhere. Is this the start of a durable productivity boom or one giant bubble? In this podcast, we break down where the money actually goes, the “capex-first, revenue-later” risk, grid bottlenecks, and the bull case for real, lasting gains across the economy.What you’ll learn:• Where AI dollars flow (chips → servers → cooling → grid)• Why circular revenues and market concentration worry investors• The durable-growth case: infrastructure value + learning curves• Energy reality check: can the power grid keep up with AI demand?• A simple watch list for the next 12–24 monthsIf you find this useful, drop a like, subscribe, and tell me: Bubble, boom—or both?#AI #Economy #Podcast #Investing #StockMarket #DataCenters #PowerGrid #NVIDIA #BigTech #Macroeconomics #Finance #Productivity— FOLLOW & LISTEN —🎧 Spotify: https://open.spotify.com/show/2KZ2NUu1MjJolN2alJltnN🛰️ RSS (all apps): https://anchor.fm/s/10881159c/podcast/rss🍎 Apple Podcasts (EN): https://anchor.fm/s/10881159c/podcast/rss🍎 Apple Podcasts (PT-BR): https://anchor.fm/s/1087502fc/podcast/rss… and everywhere podcasts are available.— SUPPORT MY WORK —⭐ PATREON: https://patreon.com/ExplainItToMe_⭐ Buy me a Coffee: https://buymeacoffee.com/explainittome_— STAY CONNECTED —✅ Subscribe to the channel🔔 Turn on notifications💬 Drop your questions for the next episode