Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations

Tom Bilyeu, joined by Producer Drew and contributor Donna Arthur, unpacks a series of converging crises. The episode begins with Amazon’s GPU hoarding scandal—why billions in AI chips sit idle in warehouses as an energy bottleneck stalls their deployment. The conversation then turns to the financial fragility of the AI boom, mirroring Ray Dalio’s bubble warnings and raising fears of a dot-com-style crash. Finally, they examine the political arena, from Vivek Ramaswamy’s attack ad controversy to the WNBA becoming ground zero for culture war battles just before the midterms.