Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

The podcast explores the complexities of inflation, AI's capital expenditure, and the evolving landscape of digital assets. Truflation CEO Stefan Rust provides insights into real-time inflation data, noting that Truflation numbers are currently below 1%, while also discussing the challenges in accurately tracking housing costs and healthcare data. The conversation highlights the potential overestimation of revenue projections in the AI sector, with concerns raised about the sustainability of current capital expenditure levels among MAG7 companies. The discussion also touches on the role of agents and stablecoins in future economies, and the potential for deflationary impacts through optimized payment systems and AI-driven automation.

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Unchained

Truflation's Real-Time Inflation Data: Methodology, Accuracy, and Forecasting

Inflation Dynamics: Labor, Housing Costs, and the Impact of Tariffs

Housing Market Inflation, Truflation's User Growth, and Data Financialization

Blockchain Technology in Truflation and AI CapEx Spending Analysis

AI Revenue Projections, Compute as a Commodity, and Value Accrual

MAG7 Stock Outlook, AI's Impact on Balance Sheets, and the Attention Economy

Institutional Adoption of Blockchain, Regulatory Climate, and Market Cautiousness

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

Unchained

00:30Truflation's Real-Time Inflation Data: Methodology, Accuracy, and Forecasting

Truflation's Real-Time Inflation Data: Methodology, Accuracy, and Forecasting

05:05Inflation Dynamics: Labor, Housing Costs, and the Impact of Tariffs

Inflation Dynamics: Labor, Housing Costs, and the Impact of Tariffs

15:18Housing Market Inflation, Truflation's User Growth, and Data Financialization

Housing Market Inflation, Truflation's User Growth, and Data Financialization

27:07Blockchain Technology in Truflation and AI CapEx Spending Analysis

Blockchain Technology in Truflation and AI CapEx Spending Analysis

35:03AI Revenue Projections, Compute as a Commodity, and Value Accrual

AI Revenue Projections, Compute as a Commodity, and Value Accrual

47:54MAG7 Stock Outlook, AI's Impact on Balance Sheets, and the Attention Economy

MAG7 Stock Outlook, AI's Impact on Balance Sheets, and the Attention Economy

1:00:26Institutional Adoption of Blockchain, Regulatory Climate, and Market Cautiousness

Institutional Adoption of Blockchain, Regulatory Climate, and Market Cautiousness