Transistor (https://transistor.fm) https://feeds.transistor.fm/clear-signal Sourced explainers on AI, markets and technology, with dates and sources in every episode's notes. © 2026 Anonymous 8cb6d6c2-fd31-5eb4-80d1-7c00fe62845d yes en Sun, 01 Nov 2026 09:15:58 -0800 Sun, 01 Nov 2026 09:16:18 -0800 https://img.transistorcdn.com/JfOH5oiG_37BB62gnpI5jPddbmmy0M5qXAcshXekiyU/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZDk0/MmI0ZThhZDVhNThh/NTgxMjVjN2MxZmI0/NmViNS53ZWJw.jpg episodic Anonymous Sourced explainers on AI, markets and technology, with dates and sources in every episode's notes. Sourced explainers on AI, markets and technology, with dates and sources in every episode's notes.. Clear Signal No No The AI Buildout: Is It a Bubble? Nvidia, CoreWeave, Anthropic full 3f94b595-0595-4b87-a3f2-f00f130532aa https://share.transistor.fm/s/2a5fcf19 Sun, 01 Nov 2026 09:15:54 -0800 Anonymous Anonymous 992 A sourced look at AI spending, credit stress and Anthropic's filed numbers, with dated tests for 3, 6, 12 and 18 months. A sourced look at AI spending, credit stress and Anthropic's filed numbers, with dated tests for 3, 6, 12 and 18 months. No