
This panel is the AI skeptics' version of the '92 Dream Team: Ed Zitron, Gary Marcus, Julien Garran and Nobody Special, all on one stage. This is what you'll hear:* We run the math on how much of Big Tech’s profits this buildout could wipe out, and the number is staggering.* We go through the leaked Anthropic filing and the numbers that never made the headlines.* We expose the balance sheet games the biggest names in tech are now playing to keep the money flowing.* We follow the risk all the way down to who’s really holding it, and it’s probably you.* We cut through the “rogue AI” headlines and get to what’s actually going on.* And you’ll hear a story about OpenAI that you won’t believe until you hear it.We also get into what the fallout looks like from here, and where the real opportunity sits once the dust settles.I’ve called this the biggest misallocation of capital in history, and this panel shows you exactly why.Watch it on Youtube here: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit georgenoble.substack.com/subscribe
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The Insurance Reckoning with Tom Gober

ANNOUNCEMENT: Wall Street's best technicians present their 60 best ideas

Noble Update Subscriber Call - Oct. 5 Replay

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