Will US debt burst the AI bubble? With Ruchir Sharma

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• 00:00

  Everyone's looking for the pin that could pop the AI bubble.

• 00:03

  And if you think this is just a spectator sport for Silicon Valley insiders, well, think again.

• 00:09

  The tech giants driving this AI boom dominate global stock markets.

• 00:13

  And if they stumble, the shockwaves will rip straight through your pension, your savings and your investments.

• 00:21

  But what if the pin that brings this all crashing down has nothing to do with AI at all?

• 00:27

  What if that pin is actually America's enormous, ballooning national debt?

• 00:32

  The AI boom needs vast amounts of borrowed money.

• 00:35

  The problem?

• 00:36

  Well, so does the US government, and increasingly they're competing for the same pool of cash.

• 00:42

  So could America's debt problem be the thing that finally pops the AI bubble?

• 00:52

  Hello and welcome to The Economic Show.

• 00:55

  I'm Chris Giles, the FT's economics commentator, standing in for Samaya Keynes.

• 00:59

  And to talk us through how the AI boom and US debt are perhaps fatally connected,

• 01:05

  my guest is Rishi Sharma, chair of Rockefeller International.

• 01:09

  His latest book is What Went Wrong with Capitalism.

• 01:13

  Welcome to the show, Rishi.

• 01:15

  Thanks, Chris.

• 01:16

  Great to be back with you again.

• 01:17

  So we always start the economic show with a question asking

• 01:21

  you to rate something on a scale of 1 to 10. On that scale,

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