AI Spending Is Starting to Move Interest Rates

October 8, 2026 — Artificial-intelligence spending has become so enormous that Zach Abraham and Chase Taylor believe it increasingly belongs in the macroeconomic conversation — not just the technology conversation.

Back together in the studio, Zach and Chase examine how massive AI capital spending may be contributing to economic growth and inflation, and why any meaningful slowdown in that spending could eventually matter for bond yields.

They also dig into new questions surrounding OpenAI’s revenue trajectory and financing needs, the widening gap between enormous AI investment and the revenue required to support it, and why the eventual economics of the hyperscalers may look very different from today’s headline growth rates. Their discussion includes significant uncertainty around reported private-company numbers and what those figures do — and do not — tell investors.

Later, Zach and Chase discuss the financialization of everyday life, the explosion of sports betting and prediction markets, and why increasingly speculative financial products are forcing them to reconsider where personal freedom ends and predatory incentives begin.

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