Ep. 12 | Are we in an AI Bubble? How AI Is Rewriting Real Estate and Hollywood

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The AI boom is building the physical world — massive data centers, chip factories, and new energy grids — at a speed that feels unreal. Venture capital keeps pouring fuel on the fire, while commercial real estate scrambles to keep up with the demand for land and power.


In this episode we get into how AI infrastructure is reshaping real estate and venture capital, and why everyone from Bezos to Sequoia sees it as the next big frontier. From underwater data centers and flying taxis to Hollywood’s first AI actress (Tilly), the future is getting weirder — and more expensive — by the minute.


And yes, there’s still room for billionaire flexes: private golf courses, three-billion-dollar towers, and one bittersweet goodbye to Calhoon, the MSG-powered legend.

In this episode, we cover:
🧠 The AI infrastructure boom — billions are building the future, one server at a time.
💰 Venture capital in overdrive — why too much money might still be a good thing.
🏢 Real estate’s new obsession — data centers, land grabs, and shifting skylines.
🌊 The next frontier — underwater and space-based data centers.
🚁 Flying cars and vertiports — LA’s 2026 Olympic fantasy.
🎬 Hollywood vs. AI — meet Tilly, the actress who doesn’t technically exist.
🏙 Billionaires and “Big Tower Energy” — Miami, golf courses, and ego architecture.
🍜 Saying goodbye to Calhoon — an American classic that deserved better.

🔗 Links & Resources

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TIMESTAMPS:
01:19 Funny Hockey Story
02:36 Strata Event Details
03:17 AI Bubble Discussion
19:04 Data Centers in Unusual Locations
22:47 Brookfield's New Fund
24:16 REITs to Watch
26:17 Irvine Family Drama
28:46 Car Clubs and AccountabilityAre We in an AI Bubble? How AI Is Rewriting Real Estate and Hollywood
29:21 Big Tower Energy: Ken Griffin's Ambitious Project
30:50 Boston Properties and the Refinance Trend
32:01 Lab Space Oversupply: Challenges and Trends
34:49 Flying Taxis: The Future of Urban Mobility?
39:35 OpenAI's New Video Generator: A TikTok Killer?
47:02 Billionaire Extravagance: Private Golf Courses
47:48 Calhoon Restaurant's Transformation

#AI #AIBoom #TechTrends #Infrastructure #VentureCapital #PrivateEquity #CRE #CommercialRealEstate #DataCenters #PropTech #UrbanDevelopment #DataInfrastructure #Engineering #SpaceTech #FlyingCars #TQCIS #HQO