AI Bubble is About to BURST — But Nobody's Telling You - This is YOUR Chance
18:01

AI Bubble is About to BURST — But Nobody's Telling You - This is YOUR Chance

AI Master 20.12.2025 3 454 просмотров 109 лайков обн. 18.02.2026
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🚀 Become an AI Master – All-in-one AI Learning https://whop.com/c/become-pro/ylqxkdp1c5k 📹Get a Custom Promo Video From AI Master https://collab.aimaster.me/ Is the AI bubble about to burst —or are we witnessing the biggest opportunity shift in a decade? 📈 While headlines scream "trillion-dollar crash" and creators panic about being replaced, the truth is more nuanced—and way more profitable if you know where to look. In this video, I break down BOTH sides of the AI panic: the financial bubble concerns (why Big Tech is pouring $400B into infrastructure with minimal ROI) AND the creative panic (the "AI slop" flooding the internet). Then I show you exactly how to position yourself as a "Smart Cyborg"—the people who will dominate the next era. 🦾 What you'll learn: 📉 Why the $400 billion AI spending spree looks like the dot-com bubble (but isn't) 🔄 The NVIDIA-OpenAI money loop: how circular deals keep the market inflated 🌊 Why "AI slop" flooding the internet actually INCREASES your value 🧠 The Smart Cyborg framework: how to thrive while others panic 🚀 Concrete action steps to future-proof your business TODAY ⏱️ CHAPTERS: 00:00 – We Stuck Between Two Real Nightmares 01:11 – Part 1: The NVIDIA Money Machine — $400B Spending & Zero ROI? 06:35 – Part 2: The Creative Panic—AI Slop & Replacement Fear 11:09 – Part 3: The Backlog Paradox—Demand Is Outpacing Supply 12:15 – Part 4: The Smart Cyborg Strategy—Your Action Plan 15:16 – Part 5: The Real Battle—Humans + AI vs. Humans vs. AI 15:44 – How to make AI your Ultimate Partner (Start NOW) Whether you're a content creator, freelancer, or business owner, this video gives you the clear-eyed analysis and actionable strategy you need to navigate the AI revolution without getting burned by hype OR fear. 🔔 Subscribe for honest AI analysis that cuts through the noise 🔗 Resources Mentioned: https://tomtunguz.com/nvidia_nortel_vendor_financing_comparison https://www.sequoiacap.com/article/ais-600b-question/ https://www.goldmansachs.com/insights/articles/AI-poised-to-drive-160-increase-in-power-demand https://ourfiniteworld.com/2024/06/22/the-advanced-economies-are-headed-for-a-downfall/comment-page-5/ etc.. #AI #AIBubble #ArtificialIntelligence #ChatGPT #OpenAI #NVIDIA #MachineLearning #FutureOfWork #ContentCreation #Entrepreneurship

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  1. 0:00 We Stuck Between Two Real Nightmares 176 сл.
  2. 1:11 Part 1: The NVIDIA Money Machine — $400B Spending & Zero ROI? 855 сл.
  3. 6:35 Part 2: The Creative Panic—AI Slop & Replacement Fear 759 сл.
  4. 11:09 Part 3: The Backlog Paradox—Demand Is Outpacing Supply 185 сл.
  5. 12:15 Part 4: The Smart Cyborg Strategy—Your Action Plan 491 сл.
  6. 15:16 Part 5: The Real Battle—Humans + AI vs. Humans vs. AI 71 сл.
  7. 15:44 How to make AI your Ultimate Partner (Start NOW) 355 сл.
0:00

We Stuck Between Two Real Nightmares

You're stuck between two nightmares right now. On one side, headlines screaming. AI bubble about to burst. Trillion dollar crash coming. Nvidia, Open AI, Microsoft shuffling money in circles like a shell game. Analysts warning this looks exactly like the docom collapse. On the other side, YouTubers are panicking that AI is killing creativity. Some channels are literally selling paper calendars to save handmade work. They are begging you to boycott AI before it replaces us all. First, I will walk you through the financial panic, the $400 billion per year big tech is pouring into data centers, the circular deals between Nvidia and Open AI, and why economists are calling this a bubble. Second, we'll tackle the creative panic. The AI slob flitting the internet. The fear that human creators are finished. And here's the twist. More AI garbage actually makes you more valuable, not less. Third, I'll give you the strategy nobody's teaching. The smart cyborg approach. You'll know exactly which side of history you want to be on. Let's start with the money
1:11

Part 1: The NVIDIA Money Machine — $400B Spending & Zero ROI?

because the numbers are genuinely insane. In 2025 alone, tech companies are projected to spend $400 billion dollars on AI infrastructure. That's data centers, GPUs, power, cooling, everything needed to train and run AI models. To put that in perspective, the Apollo moon landing program cost about $300 billion in today's dollars over 10 years. That program put humans on the moon, developed rocket technology that still powers space exploration today, and inspired a generation of scientists and engineers. Big tech is now funding a new Apollo program every 10 months. Except this time, we're not going to the moon. We're building server farms in the desert. Mark Zuckerberg said, "Meta plans to spend 600 billion by 2028 just on data centers. Not on research, not on salaries, not on new products, just buildings full of Nvidia chips sitting in air conditioned warehouses crunching numbers. And here's the problem. These companies aren't making that money back. Not even close. The revenue from AI products is a fraction of the investment. We're talking billions spent to make millions in return. Let me show you how this works. Picture a circle of money flowing between Nvidia, OpenAI, Microsoft, and Oracle. Nvidia makes the chips. They're the only game in town for AI compute right now. Their market cap is bigger than the entire pharmaceutical industry. OpenAI buys those chips to train Chad GPT. Their valuation is $500 billion. Their annual revenue, $12 billion. That's not profit. That's total revenue. They lose money every time you use Chad GBT. Now, here's where it gets weird. Nvidia invests $100 billion in OpenAI in exchange. OpenAI agrees to buy Nvidia chips. So Nvidia is essentially giving OpenAI a 25% discount on chips by investing in them first. That's not demand. That's subsidy. Open AAI then signs a $300 billion deal with Oracle to build data centers. Oracle has to buy tens of billions of dollars in chips from Nvidia to fulfill that contract. Meanwhile, Nvidia invests in Coree, a data center company, and promises to lease their own chips back from Coree. They're guaranteeing the value of their own product. At every step as this money circles around, stock prices go up. Oracle signs the deal with OpenAI. Stock jumps. Nvidia invests in XAI. Stock jumps. But the product being sold isn't AI models. It's Nvidia stock. The real customers. You and me using Chad GBT aren't paying enough to cover costs. If this sounds familiar, it should. In the late '9s, companies raised billions saying the internet changes everything. They built massive infrastructure, fiber optic cables, server farms, bet in future revenue would justify the spending. Some of it paid off. Amazon survived. Pets. com didn't. Right now, we're hearing the same story. AI changes everything. Data centers will earn huge returns. But economist Noah Smith laid out four warning signs of a bubble, and AI checks every box. One, a big story about why this time is different. Two, massive debt fund in one sector. Three, opaque corners of finance growing fast like private credit. Four, banks and insurance companies tangled up in it. We've got all four. Sam Alman himself has said, "We might be in a bubble. " Ray Dallio, the hedge fund billionaire, agrees. These aren't pessimists. They're the people making money off this. Now, here's the twist. Even if the bubble bursts, the technology doesn't disappear. When the railroad bubble burst in the 1800s, we didn't rip up the tracks. The infrastructure stayed. The companies changed, but the trains kept running. Right now, 40% of US workplaces have adopted AI in some form. People are using Chad GBT midjourney 11 Labs every single day. That usage is growing, not shrinking. The problem isn't that AI is useless. The problem is the spending is way ahead of the revenue. The hype is pricing in the future that hasn't arrived yet. If the bubble bursts, Nvidia's stock might crash. Open AAI might restructure, but the models, the tools, they're not going anywhere. The tractor has been invented. You can't uninvent it. So, the financial panic is real, but it's a stock market problem, not a technology problem. If you're building skills with AI right now, you're investing in infrastructure that will outlast any crash. Here's the thing. When I was learning all these AI tools, I kept bouncing between platforms. ChatGBT for research, claw for writing, random YouTube tutorials to figure out prompts was chaos. So, inside AI master pro, we created an all-in-one hub where you can learn AI and use AI in the same place. You get the AI master method, our full course with eight plus hours covering foundations, workflows, and how to sell AI services. While you're learning, you immediately apply it. There's AI master assistant that teaches you 24/7. Prompt creator, AI studio to generate AI images and videos all built in. Plus, Prompt Lab Pro with 300 plus readyto-use prompts. I use this every single day because it actually saves me hours. And right now, we're given 24% off the annual membership to the first 1,000 people. Link below if
6:35

Part 2: The Creative Panic—AI Slop & Replacement Fear

you want to join. Okay, financial panic covered. And let's talk about the other nightmare. AI is killing creativity. You've seen it. Weird AI generated videos flooding YouTube shorts. Fake Instagram influencers, an app called Sora, created an entire social network just for AI content because apparently we asked for that. Some YouTubers are fighting back. One major science channel literally started selling paper calendars, asking viewers to support handmade work before the machines take over. They're calling for boycots of AI tools, warning that the internet is dying. And look, I get it. When I see soulless AI slop, those uncanny valley faces, those lifeless voiceovers, it feels like the internet is turning into a wasteland. But here's the thing everyone's missing. That wasteland makes you more valuable, not less. Think about it. When the internet is flooded with cheap AI generated garbage, what becomes rare? Authenticity, personality, a real human voice with taste, perspective, and ideas. Right now, if I want facts about black holes or the French Revolution, I can ask Chad GBT and get a decent answer in 5 seconds. Facts are free. Information is infinite. So, why would anyone watch a 20inute YouTube video just to learn a fact? They wouldn't. They watch for you, for your take, for the way you explain it, the jokes you make, the examples you choose. They watch because they trust your curation. That's what most science YouTubers built their channels on. Personality and presentation wrapped around Wikipedia level research. But if a machine can do the research part, what's left? Your voice, your brand, your irreplaceable human weirdness. The more AI content floods the internet, the higher the premium on no AI involved. People will pay extra for handmade chocolate, for vinyl records, for anything that signals a real human made this with intention. We're already seeing it. Platforms are exploring humanonly badges. Substack is promoting writers who don't use AI. The faster AI accelerates, the faster the desire for human connection accelerates. Let me give you an example. Kursad is one of the biggest science channels on YouTube. Gorgeous animation, buttery smooth voice over, millions of views. But here's the secret. They're a content factory. They take Wikipedia articles, condense them, add cute birds, and present it like original research. It's pseudo education. You watch it, feel like you learned something, then forget it the next day. That model worked when it took 20 people and 3 months to make one video. But now, Chad GPT can write that script in 30 seconds. An AI animator can match that style in a week. 11 Labs can clone that voice. Kurskad is panicking because their entire workflow just became automatable. They built a factory for a pre- AAI world. But notice they're not panicking because AI is replacing ideas. They're execution. And they never had unique ideas. They had polished Wikipedia summaries. If you're a creator who only competes on execution, editing speed, voice over quality, animation polish, you're in trouble. But if you compete on ideas, perspective, and personality, AI just became your co-pilot, not your replacement. Speaking of staying competitive, if you're watching this video thinking, "Okay, I get it. AI isn't going away, but I have no idea how to actually use it. " You're not alone. Here's the problem most people hit. They open chat GPT, type something vague like, "Write me a blog post," get mediocre output, and assume AI is overhyped. But the issue isn't the AI, it's the prompt. When I was learning all these AI tools, I kept bouncing between platforms. ChatGpt for research, Claude for writing, random YouTube tutorials to figure out prompts. It was chaos. So, inside AI Master Pro, we created an all-in-one hub where you can learn AI and use AI in the same place. You get the AI master method, our full course with eight plus hours covering foundations, workflows, and how to sell AI services. While you're learning, you immediately apply it. There is AI master assistant that teaches you 247 prompt creator text to speech all built in. Plus, Prompt Lab Pro with 300 plus readyto-use prompts. I use this every single day because it actually saves me hours. And right now, we're giving 24% off the annual membership to the first 10,000 people. Links are in the description. Check them out. Pick the one that fits your level and future proof your skill set before the next wave hits. All right, back to the bubble. Here's something weird. If AI is
11:09

Part 3: The Backlog Paradox—Demand Is Outpacing Supply

a bubble about to pop, why can't companies build data centers fast enough? Oracle has a $455 billion backlog of unfulfilled AI contracts. That means customers are begging to pay Oracle for compute power and Oracle literally can't build data centers quick enough to meet demand. Nvidia is selling chips faster than they can manufacture them. Lead times for H100 GPUs are still months long. If this were a bubble driven by fake demand, you'd see the opposite. Inventory piling up, prices dropping, companies cancelling orders. Instead, we're seeing a supply crunch. Real businesses want this tech. They're just not sure yet how to make money with it. That's not a bubble about to pop from lack of interest. It's a bubble that might deflate slowly as reality catches up to hype. Some companies will figure out how to monetize AI. Others will fail. But the underlying demand is real. And here's the key insight. In a market like this, the winners aren't the people with the most capital. They're the people who know how to execute. Which brings us to the strategy. All right
12:15

Part 4: The Smart Cyborg Strategy—Your Action Plan

enough theory. Let's talk about what you actually do. You've got two losing strategies right now. Strategy one, boycott AI. Refuse to use any tools. Make everything by hand. This is the handmade calendar approach. You can do this, but you're choosing a tiny niche. You're becoming a boutique craftsman in the factory world. Some people will pay a premium for that. Most won't. Strategy two, become an AI content farm. Just hit generate and pump out soulless slob. This is the path to irrelevance. You'll drown in a sea of identical garbage. No one will remember your name. Here's the winning strategy. Become hybrid, a smart cyborg. — Come with me if you want to live. — You use AI as an exoskeleton for your brain. You don't let it replace your ideas. You let it amplify them. Here's the framework. Delegate to AI. Research. Let Chad GBT pull together sources. Summarize studies. Find examples. First drafts. Let AI write a rough script. Then you rewrite it in your voice. Repetitive editing. Color grading. Audio cleanup. B-roll search. Automated localization. Clone your voice. Translate your content. Reach new markets. What you keep the idea. What's the unique angle no one else is covering? The taste. What examples do you include? What do you cut? The personality. How do you explain it? What jokes do you make? The curation. Which AI output is good? Which is garbage? In 2018, the best YouTuber was the person who could write, shoot, edit, and upload fastest. In 2025, the best YouTuber is the person who writes the best prompts, curates the best output, and injects the most personality. You're not a writer anymore. You're a director. AI is your production team. Now, back to the workflow. I start with an idea like this video. AI bubble panic, creative panic. What's the real story? That idea comes from me. I'm following the discourse, spotting the confusion, finding the angle no one else has. Then I use chat GBT to research. I feed it articles, transcripts, data. I say summarize this. Pull out the key numbers. Find counterarguments. That saves me 4 hours of reading. Next, I outline the structure myself. Hook, promise, part one, part two, payoff, CTA. That's editorial judgment. AI doesn't know what will hook my audience. Then I have AI draft sections. I take that draft and rewrite it. Tightening the language, add in my voice, cutting the fluff. I'm editing AI, not publishing it raw. For visuals, I use AI tools to generate B-roll concepts, but I direct what goes where. For voice over, I might clone my voice for certain sections, but I record the hook and CTA myself because that's where emotion matters. The result, I can make videos 5x faster without losing quality. my ideas, my taste, my brand amplified by AI. That's the smart cyborg strategy, and it works whether the bubble bursts or not. Here's the
15:16

Part 5: The Real Battle—Humans + AI vs. Humans vs. AI

truth that both panics are missing. This isn't a battle between humans and AI. It's a battle between three groups. Group one, humans who refuse AI. They'll survive in tiny niches, artisan markets, human-only platforms. Some will thrive, most will struggle. Group two, humans who blindly trust AI. They'll pump out slob, flood the market, and get filtered out by algorithms and audiences. They'll fail fast. Group three, humans who use
15:44

How to make AI your Ultimate Partner (Start NOW)

AI strategically. They'll dominate. They'll create faster, scale bigger, and still maintain their unique voice. The civil war everyone's worried about, human versus machine, already ended. The hybrids won. If the bubble bursts, group two dies first. The lazy AI users, the content farms, the people with no ideas of their own, they're toast. Group one survives but stays small. Group three, they're fine because they build skills that work with or without the hype cycle. So, here's the question you need to answer. Which group are you in? Are you clinging to all tools, hoping the future slows down? Are you mindlessly generating content, hoping volume beats quality? Or are you learning to direct AI, to curate its output, to inject your personality into everything you make? Because I'll tell you what, the market doesn't care about your feelings. The invisible hand is already sorting this out. Audiences are choosing. Platforms are filtering. And if you're not adapting, you're already losing. All right, here's your homework. Stop scrolling panic headlines. Open chat GPT or Claude or Gemini, doesn't matter, and ask it this. How can I delegate 80% of my busy work to you starting today? Try it. See what it says and actually do one thing it suggests. And if you're serious about this smart cyborg strategy, here's where to start. AIM Master Pro. It's literally everything we talked about in one place. Courses, tools, prompts, community, everything. You get the AI master method course, AI Studio, Prompt Creator, 300 plus readyto use prompts in the prompt lab. And right now, we're given 24% off the annual membership to the first 1,000 people who join. That link is in the description below. If you're watching this, there's a good chance spots are still available, but they're going fast. Whether the bubble bursts, whether AI takes over, whatever happens next, you will be ready. We don't panic here, we adapt. The next 6 months are going to separate creators who survive from those who disappear. Make sure you're on the winning side. Subscribe, check the links, and I'll see you in the next one.

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