Recurring call · Economy & markets

The AI bubble will burst and be nationalized

From March 2026 he predicts the AI investment bubble will pop and the US government will bail out AI companies by nationalizing data centers. The timing moves between 'about to burst' and 'insiders can delay it up to 10 years'.

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Mar 2026 → Oct 2026

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Moving the goalposts?

When he said it (left to right) against the deadline he gave (bottom to top). A rising path means the date keeps getting pushed back.

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Every time he said it

Oct 112026

OpenDeadline Jan 2027

The AI bubble will pop, OpenAI-style 'Ponzi' companies will collapse, and the US government will bail out AI companies by nationalizing data centers and taking stakes.

Oct 112026

OpenDeadline Nov 2026

Anthropic's planned November IPO at a roughly $2 trillion valuation raising about $100 billion will fail, potentially triggering an AI bubble collapse across Oracle, Broadcom and others.

Oct 112026

OpenDeadline Jan 2027

After an AI crash, Congress (likely Democratic) and the Trump White House will jointly bail out the AI industry.

Sep 252026

Open

US AI companies will secure government funding via nationalization of data centers, with the government assuming running costs.

Aug 312026

OpenDeadline Oct 2036

The AI-speculation-driven US economy will collapse within 5 to 10 years, causing a 'white collar apocalypse' with millions laid off.

Aug 312026

Open

When the AI bubble collapses, the US government will bail out AI companies and nationalize AI data centers under military protection.

Aug 162026

OpenDeadline Dec 2027

The AI and private credit bubble will pop because liquidity has been removed, with hyperinflation as the US dollar moves toward zero.

Aug 162026

OpenDeadline Aug 2028

Trump will be forced to nationalize AI data centers after an AI bubble burst.

Jul 202026

OpenDeadline Dec 2026

The AI bubble will crash (a manufactured crash followed by government bailout/nationalization of AI firms), logically in 2026 but possibly much later.

Jul 202026

OpenDeadline Dec 2027

Powerful actors are planning to collapse the AI market and consolidate winnings via a government bailout.

Jul 182026

Open

The AI bubble will be deliberately burst so the US government takes a stake in OpenAI and nationalizes AI data centers, turning AI firms into utilities within a surveillance state.

Jun 132026

OpenDeadline Jun 2027

The AI bubble is about to burst (SoftBank borrowing, Nvidia valuation).

Jun 72026

Open

The US government will take over or make public the AI data centers (public ownership/bailout of AI companies).

Jun 72026

Open

The AI bubble will get a government bailout, with the US government taking over AI companies.

Jun 72026

Open

The AI bubble will eventually burst, though insiders can delay it for as long as 10 years.

May 122026

Open

The AI investment bubble will eventually burst because AI companies cannot make money, unless propped up by the US government via Stargate.

Apr 92026

Open

The finance and AI bubbles will burst; finance will be allowed to collapse while AI is bailed out, and resource/manufacturing will become the dominant center of the US economy.

Mar 312026

Unresolvable

The private credit and AI bubbles will not collapse on their own but only when it is profitable for a few insiders to pop them.

Mar 192026

Open

The private credit bubble (~$2 trillion) and the AI bubble will both burst.

Mar 192026

OpenDeadline Nov 2028

Whoever wins in 2028 decides the bailout: a Democratic win gets private credit bailed out, a Trump-camp win gets AI companies bailed out.