The AI Gold Rush Is Starting to Falter

July 20, 2026

And the speculation is the most interesting part: maybe we're not seeing the end of the AI boom, but the end of an overly simplistic version of the boom. The Axios story frames it with a clear image: chipmakers were the picks and shovels of the AI gold rush. It didn't matter who found gold; qu

And the speculation is the most interesting part: maybe we’re not seeing the end of the AI boom, but the end of an overly simplistic version of the boom. The Axios story frames it with a clear image: chipmakers were the picks and shovels of the AI gold rush. It didn’t matter who found gold; whoever sold the tools got paid. But now investors are looking at those picks and shovels and saying: wait a minute, how many are actually needed?

Full episode: https://youtu.be/8_tPEGwdnew

🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.

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