Better Offline

Monologue: AI Isn't Too Big to Fail

April 3, 2026·17 min·3-min readsolotechnology
Podzilla Summary (3 min)
TLDR
The AI industry is built on a fragile foundation of venture capital subsidies and inflated valuations, mirroring the 2008 subprime mortgage crisis, and will collapse when funding dries up, though it won’t trigger systemic economic failure like the Great Financial Crisis.


THESIS

The

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Guest

P

Paul Kajowski

solo on Better Offline

Mentions

Books, people, and resources mentioned in this episode.

People

Paul Kajowski

Companies

OpenAIAnthropicHarveyPerplexityCursorReplitAIGFreddie MacNvidiaOracle

Topics

Artificial IntelligenceEconomicsFinancial IndependenceMachine LearningMacroeconomicsStartupsTech IndustryVenture Capital

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