AI, Cars, or Houses: Which Bubble Pops First?

AI, cars, or houses: which bubble pops first? In this video, recorded on a 95-degree Florida afternoon when my garden was shriveling in the heat, I walk through the AI bubble, the auto market, and housing, and why I think cars crack before houses. Models built for regular laptops, plus the push for chips that can run AI on your own computer, are making the huge data centers look like a bad bet and giving companies a cheaper, more private option than a monthly subscription to a giant model. I also explain why new cars are breaking down faster, why people are going back to older ones, and why waiting for house prices to crash can backfire once repair costs catch up with the discount. My own recommendation is to start growing some of your own food. For more on the AI side of this, I already covered why I think the AI bubble already popped.