Jun 5, 2026 · 1 hr 7 min · 12 segments
Who will pick up the pieces if the AI hype fizzles? Today on Second Request, Executive Editor Teddy Downey sits down with Matthew Scherer of the Open Markets Institute to discuss his recent report…
Arjun SinghHost
[upbeat music] Hey, everyone, and welcome to Second Request, the Capital Forum's podcast where we explore solutions to monopoly problems.
Last year, AI spending was one of the primary factors in GDP growth here in America.
Companies like Meta, Amazon, and Google have taken on billions in debt to fund AI development.
And of course, another word for a speculative craze is bubble, and that's what Teddy's gonna talk about on the show today.
He sat down with Matthew Scherer of the Open Markets Institute to talk about what happens if the AI bubble crashes, and why Matthew argues the company should not be seen as too big to fail by policymakers.
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[upbeat music] Hey, everyone, and welcome to Second Request, the Capital Forum's podcast where we explore solutions to monopoly problems.
Last year, AI spending was one of the primary factors in GDP growth here in America.
Companies like Meta, Amazon, and Google have taken on billions in debt to fund AI development.
And of course, another word for a speculative craze is bubble, and that's what Teddy's gonna talk about on the show today.
He sat down with Matthew Scherer of the Open Markets Institute to talk about what happens if the AI bubble crashes, and why Matthew argues the company should not be seen as too big to fail by policymakers.