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Jim Chanos: The AI Bubble Is “Much Worse” Than Dot-Com

372K views · Jul 17, 2026 · News & Politics

Comments · 920

  • @RiskReversalMedia · 10 days ago · pinned

    Jim Chanos is back on September 25 — subscribe and hit the bell so you don't miss it.

    2

  • @JimBranch-n8s · 2 months ago

    30,000 foot & granular in the same sentence! Be still my heart!

    39

  • @NikoManetas-d3b · 2 months ago

    Thank you for a great interview Jim Chanos! Message for guy & Dan: Fellas, you're all still looking at the market totally wrong, because the moment someone says that all the big size & large orders are still made on the trading floor, you'll see worse panic than 1987 --& that's what SHOULD happen. Shoutout to all the panelists on FA$T... That is where I got my TV start with CNBC before Cramer!

    2

  • @tiredoworking9350 · 2 months ago

    Chanos is always a great conversation. 😃👍

    12

  • @shakrmaker · 2 months ago

    When you listen to Jim audio only and the tiimbre of his voice, he sounds like a very calm Lewis Black.

    1

  • @dondada7643 · 2 months ago

    quoting Slim Charles from the wire is epic 😃❤‍🔥🔥🔥

    5

  • @gettingtheresoon-l2s · 1 month ago

    NOTE:  This was before the YEN purchase.  If this becomes a trend it would assure that rates go to 6.

    1

  • @mbak7801 · 2 months ago

    The life of the chips in terms of technology is 3 years. If the capability and speed doubles every three years then some installations will be scrap before they are ever turned on.

    4

  • @fudgenuggets405 · 2 months ago

    FYI, $20bln in 1999 would be about $40bln today.  So CAPEX today is 20-25x what it was back in the telecom bubble era.  That's not good.

    4

  • @angelojojo3338 · 2 months ago

    I am working in the AI insdustry, I am already seeing a lot of corporate clients start to have push backs over the usage of AI and being really cautious of the what AI can produce. I believe it can be a signal for the whole thing to cool down since the most revenue generated for these AI companies are corporate clients.

    4

  • @UroborosJose · 1 month ago

    Tell when was the last time Jim Chanos took any profits<br>I wasn’t even born yet 😂

    2

  • @SkipDulcet · 2 months ago

    WHAT AN AWESOME GUEST! thank you fellows!

    25

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