The AI Crash Is Way Worse Than People Realize
Tom Bilyeu and his co-hosts react to a record one-day market drop that he ties to AI debt and election backlash against data centers, then cover California housing, politics, diet and startup advice.
The gist
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The S&P 500 fell 4.36% and the Nasdaq 5.52%, losing nearly $3 trillion in a day, which Bilyeu blames on AI debt and data center backlash.
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Bilyeu says the core risk is a timing gap between AI debt payments and revenue, with Anthropic's IPO value slipping from $2 trillion toward $1 trillion.
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Bilyeu argues California's Prop 37 home loans will push prices up and leave taxpayers exposed, since only about 10,000 homes were permitted against 300,000 needed yearly.
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Bilyeu describes his sugar-free diet of eggs, chicken, beef, vegetables and bacon, with Quest Chips as a daily treat and vegan pizza on Saturdays.
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For new founders, Bilyeu advises using AI to spot online complaints about existing solutions, then testing demand with a lead magnet before building a product.
Tom Bilyeu uses it
"And then I eat, shout out to Quest chips, man. That's like my big treat every day. Still have Quest chips. Those are delicious."
▶ Play at 1:48:38
Tom Bilyeu recommends it
"You would do a test first. Don't build the product. I teach people to do it using a lead magnet. So something that solves a different part of the problem or solves it in a different way... That would be how you would find, with the least amount of capital expense upfront, the ..."
▶ Play at 1:53:18What they recommend · 5 picks
"You would do a test first. Don't build the product. I teach people to do it using a lead magnet. So something that solves a different part of the problem or solves it in a diffe..."
"Team needs to read Animal Farm. So on the nose with today's US politics, it's scary."
"Do you guys know who Fleekazoid is? Oh my god, he's hilarious. Absolutely hilarious. I don't think we could ever play his stuff on here, but he did a whole GTA 6 breakdown that ..."
Tom, This Week in Startups, Greg and Ali agree on 29 things
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See what they all swear by Or pick your own peopleTom Bilyeu
4 picks · host
"You would do a test first. Don't build the product. I teach people to do it using a lead magnet. So something that solves a different part of the problem or solves it in a diffe..."
"Do you guys know who Fleekazoid is? Oh my god, he's hilarious. Absolutely hilarious. I don't think we could ever play his stuff on here, but he did a whole GTA 6 breakdown that ..."
"And then I eat, shout out to Quest chips, man. That's like my big treat every day. Still have Quest chips. Those are delicious."
George Sullivan
1 pick · guest
"Team needs to read Animal Farm. So on the nose with today's US politics, it's scary."
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