Chinese Housing Bubble

topic on 1 show · 1 statements across 1 episodes

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1 statements about Chinese Housing Bubble, every show

Sam Lessin: US AI data center boom mirrors China's housing bubble
“This is our, from my perspective, the cynical take, which I think there's some validity to, is really what we're doing is the exact equivalent of the Chinese housing bubble, just our version of it, right? Which is like the Chinese needed to keep their economy …”
Sam Lessin Oct 10, 2025 ▶ 24:14 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

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