Jack Gamble, better known as 'Nobody Special' on the internet, joins the show to discuss his work exposing the round-tripping scheme that's happening with NVIDIA and the AI industry. Is it accounting schenanigans or outright fraud?
Chapters
00:00 Jack’s Backstory
04:56 AI's Fishy Start In 2022
08:57 Nvidia Skepticism & Mag-7 Concentration
16:04 “Credits” Explained + MS–OpenAI–Oracle Revenue Loop
18:13 Steelmanning the AI Bull Case
25:22 From DeepMind Wins to AGI Hype + Nvidia’s Past
30:41 China Export Bans & the Gray-Market GPU Flow
32:30 CoreWeave/Magnetar: Carbon-Credit Playbook & Reverse-Merger Web
39:46 OpenAI’s Trillion-Dollar Ask + Amazon EPS Optics
44:56 The Depreciation Clock & Hardware Lifespans + Energy Math
50:56 Why Push for an OpenAI IPO?
52:12 Hyperscale Nexus, Project Stargate, Politics, Endgame & Wrap-Up
Connect with Nobody Special
YouTube: @NobodySpecialFinance
Spotify: Nobody Special Finance
