The AI Chart Everyone Is Getting Wrong
2026-06-12 · 33 min · 8 entities
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Feed author/publisher: Nathaniel Whittemore
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Feed category: Technology
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": https://bolt.new/partner/aidb/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": http://outsystems.com/
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": https://bolt.new/partner/aidb/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": http://outsystems.com/
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": https://bolt.new/partner/aidb/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
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evidence rules-v5
Link in episode "The AI Chart Everyone Is Getting Wrong": http://outsystems.com/
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Feed author/publisher: Nathaniel Whittemore
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Feed author/publisher: Nathaniel Whittemore
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Feed category: Technology
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Feed category: Technology
Episode description as stored
A viral Wall Street chart has kicked off a new round of AI bubble panic, but NLW argues the market is reading it wrong. The real story isn’t collapsing demand — it’s the shift from the token subsidy era to the token scarcity era, where companies are learning to route AI usage more efficiently. In the headlines: SpaceX’s IPO, Bezos’ Prometheus raise, Meta’s Manus split, chip supply chain crunches, and Goldman’s trillion-dollar AI infrastructure forecast.
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