It’s Already Happening: The AI Bubble No One’s Ready For

139.1K views
December 1, 2025
by
Tom Bilyeu
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It’s Already Happening: The AI Bubble No One’s Ready For

Transcript

In just 18 months, over $3.3 trillion has flooded into AI link companies. That's more than the entire market cap of Germany. Today, five AI adjacent companies alone represent over 30% of the entire S&P 500. That is the highest concentration of market power in modern financial history. Since 2023, Nvidia alone has added more market cap than the comb... Read More

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