The AI Infrastructure Debate - Boom or Bubble?

Is AI infrastructure the next great buildout — or the next bubble waiting to burst? In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) break down what might be the largest capital migration in modern history — the trillion-dollar rush to build data centers, generation, and power infrastructure for AI. From Fermi America’s $13B IPO to Crusoe’s $10B valuation, from China’s 40-GW dams to America’s permitting gridlock — this one connects the dots between energy, compute, and capital. We explore:  ⚡ The $250B+ pouring into AI infrastructure this year  ⚡ How off-grid power and natural gas are reshaping the landscape  ⚡ Whether the boom is sustainable — or headed for a shakeout  ⚡ Why China’s generation advantage could reshape the AI arms race  ⚡ The fusion of AI, Power, and Bitcoin — and what it means for the next decade It’s AI x Power x Bitcoin — and the lines are blurring fast.