AI Boom Just Hit a Wall, Eight European Countries Are ON FIRE Right Now, Poland and Hungary Just Sent Europe a Warning | Weekly Recap

Tom Bilyeu breaks down the AI buildout hitting a power bottleneck as Amazon warehouses Nvidia GB300 racks, Anthropic’s blockbuster IPO filing with $80.7 billion net loss and $750 billion compute commitments, and Ray Dalio’s warning that AI is a classic bubble. He then turns to Europe, where over half a million marched in France and riots swept eight countries, tracing the unrest to a Tocquevillean vacuum of intermediate institutions, cumulative inflation, and a reform trap built by the world’s highest public spending. Finally he examines Poland and Hungary’s hardline immigration stance, national identity, and the growing gap between public opinion and government policy.