Albergati: AI Infrastructure Bottlenecks Prevent the Boom From Becoming a Bubble
Reed Albergotti · Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day · Aug 3, 2026 · at 16:40
Reid Albergati and Alex Kantrowitz analyze the fallout from Leopold Aschenbrenner's fund and whether AI infrastructure is overbuilt.
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“I think those actually, they're like, I mean, other people have made this point too. I'm not the first person to say this, but like those actually, you know, kind of prevent this thing from going off the rails. It's like a bubble, you know, prevention mechanism, the bottlenecks.”
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