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  "author": {
    "name": "Matthew McDowell-Sweet",
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  "created": "2026-09-25T12:05:58Z",
  "updated": "2026-09-25T12:05:58Z",
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  "content_md": "> Ben Thompson joins Invest Like the Best for a wide-ranging conversation about the economics, geopolitics, and business models shaping the AI era. They discuss why overwhelming U.S. dominance in AI could be dangerous, whether the massive AI infrastructure buildout can generate returns before the capital runs out, and what the railroad boom can teach us about today’s spending cycle. Ben also explains why Google may increasingly resemble Berkshire Hathaway, how AI could turn intelligence into a commodity, why Amazon may have the deepest moat in technology, what Apple gets right by staying focused on hardware, how AI threatens Microsoft’s core business, why the current compute shortage may have saved Intel, and why Google and Amazon could ultimately become Nvidia’s most important competitors.\n\n[What Happens When the AI Boom Runs Out of Money - Invest Like the Best with Ben Thompson - YouTube ↗](https://youtu.be/h-0NZ-oIjlk)",
  "content_html": "<blockquote><p>Ben Thompson joins Invest Like the Best for a wide-ranging conversation about the economics, geopolitics, and business models shaping the AI era. They discuss why overwhelming U.S. dominance in AI could be dangerous, whether the massive AI infrastructure buildout can generate returns before the capital runs out, and what the railroad boom can teach us about today’s spending cycle. Ben also explains why Google may increasingly resemble Berkshire Hathaway, how AI could turn intelligence into a commodity, why Amazon may have the deepest moat in technology, what Apple gets right by staying focused on hardware, how AI threatens Microsoft’s core business, why the current compute shortage may have saved Intel, and why Google and Amazon could ultimately become Nvidia’s most important competitors.</p></blockquote>\n<p class=\"source\"><a href=\"https://youtu.be/h-0NZ-oIjlk\">What Happens When the AI Boom Runs Out of Money - Invest Like the Best with Ben Thompson - YouTube ↗</a></p>",
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