What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

Big Technology Podcast

Alex Kantrowitz

Entrepreneurship, Politics, Religion & Spirituality, Religion, Technology, Management, Government, Tech News, News, Social Sciences, Business News, News Commentary, Marketing, Investing, Science, Business, Philosophy, Society & Culture

4.7 • 606 Ratings

🗓️ 24 July 2026

⏱️ 65 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If the AI build out stumbles, does the rest of the economy go with it?
0:03.7	Is the data center build out a ticking time bomb?
0:06.5	And will SpaceX and Tesla merge?
0:08.9	We'll cover it all on a Big Technology podcast Friday edition right after this.
0:13.2	In the face of ongoing disruption and opportunity,
0:16.4	TMT leaders need to deliver tangible results, not just ideas.
0:20.2	When pace and performance matter most,
0:23.0	PWC combines market insights and deep sector experience with AI, cloud, and emerging tech to
0:29.9	accelerate your transformation and drive measurable ROI from strategy to execution.
0:35.6	PWC can help you anticipate what's next,
0:38.6	outpace disruption, and compete.
0:40.8	For more information, visit pwc.com.
0:45.2	Welcome to Big Technology Podcast Friday edition
0:47.3	where we break down the news in our traditional cool-headed
0:49.5	and nuanced format.
0:50.9	We have a great show for you today.
0:52.1	We're going to talk all about what would happen
0:53.7	if AI fails, if even one leg on the AI stool starts to crumble what the implications will be. We're going to talk about whether we're heading towards a subprime data center crisis and how bad SpaceX can get and whether it's planned to merge with Tesla are currently even feasible.
1:13.6	Joining us as always on Friday to do it is Ron John Roy of Margins. Ron John, good to see you. Welcome back.
1:18.6	Good to see you Alex.
1:20.6	This week I have to say as I was putting together the show I definitely felt a little bit more downtrodden than usual. And I can't tell whether
1:28.7	that's my mood influencing the way the show is being put together or the world events,
	...

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