SUPPORT OUR DEEP-DIVE REPORTING: Grab a project mat, coaster pack, or shirt or support us monthly on Patreon In this video, we walk through the anti-consumer AI circlejerk contributing to what we think is an "AI bubble." NVIDIA, AMD, and Intel are now all sort of working with each other, despite also being the only competitors in some of their market segments. This creates opportunity, we think, for price fixing and anti-consumer collusion; at the same time, the three are now crossing over in their partnerships with OpenAI, CoreWeave, Oracle, xAI, and other AI-obsessed companies demanding more AI pickaxes. Recently shot a video discussing some of these topics with Ed Zitron of Better Offline. You can find that here: Grab a BLIND EYE T-SHIRT to support us directly while getting a cool dystopian shirt design in return: Also consider one of our Project & Soldering mats! Our original coaster packs are also almost fully sold out: You can also get our copper-plated stainless steel mule mugs here: TIMESTAMPS 00:00 - The Circular AI Bubble 03:45 - A Lot of This is Hypothetical 05:26 - WE NEED YOUR SUPPORT 06:31 - Why Compete When You Can Collude? 09:06 - OpenAI and AMD 12:27 - SAVIORS OF HUMANITY 15:42 - Companies Becoming the Treasury 18:12 - The AI Centipede 21:26 - Competition Becomes Co-opetition Steve Burke: Host, Writing, Editing Tim Phetdara: Editing Jimmy Thang: Writing, Research Ben Benson: Writing, Research