The AI Bubble is Bursting… Here’s How to Profit From It

Synopsis

Codie's case for profiting from the AI boom without building frontier tech, organised in six tiers: energy infrastructure, chips and manufacturing, data centres and blue-collar picks-and-shovels work, foundation models, AI orchestration tools, and AI-native startups. The episode argues the durable money is in the unglamorous layers underneath the apps, from power and colocation to plumbing, electrical, and cooling services for data centres.