<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/05727c304184421684a01544fa07687a&quot; frameborder=&quot;0&quot; width=&quot;1280&quot; height=&quot;960&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>960</height><width>1280</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>960</thumbnail_height><thumbnail_width>1280</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/05727c304184421684a01544fa07687a-8b5eb4be4f83c5f1.gif</thumbnail_url><duration>346.125</duration><title>AI Giants Are Financially Fragile, Act Now! 📉</title><description>In this video I pull back the curtain on the surprising fragility behind the AI boom. I argue the industry is floating on a massive trillion dollar debt bubble, fueled by spending far more than it earns. I point out that 97% of users use AI tools for free, so only 3% of paying customers keep the model from falling over, with parallels to the reckless behavior before the 2008 crisis. I then explain two paths to fix it: consumer action through an AI Safety Index and canceling low scoring subscriptions with clear reasons, and government action through a digital watchdog, chip investment, and no taxpayer bailouts.</description></oembed>