AI’s Big Data Bubble

PRESENTED BY MASTERWORKS

TGIF, Future Party. The weekend can’t come soon enough — turns out, work is hard. If New York’s mayoral election surprised you, you might be interested to know that more and more Americans now believe wealth inequality — and especially billionaires — are to blame for their financial struggles. While this sentiment is strongest among Gen Z and millennials, it’s spreading across nearly every demographic. The more you know.

CoreWeave, which sells the use of its data centers to AI giants like Microsoft and OpenAI, might be on an unsustainable and disastrous financial trajectory.

The Big Picture: CoreWeave is helping to power the AI gold rush by leasing out its data centers to companies like Microsoft and OpenAI. But beneath the boom is a towering stack of loans. And if AI doesn’t soon deliver on all the hype, the company could be the first domino to tip — potentially bringing down the whole sector with it.

Between the Servers: CoreWeave went public in March and is now valued at roughly $50 billion thanks to lucrative contracts with Meta and others.

Shutting Down: The company’s debt has been increasing at the same rate as AI hype. Even if AI does pay off, it might not succeed fast enough for CoreWeave to repay its numerous loans before investors come calling. 

Prediction: A contraction in the AI market could cause CoreWeave and other data center companies to default on their debts, which could break confidence in giants like Nvidia and even spark a bank run.

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CDs… Bonds… REITs… :(

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Thanks to various factors, Americans are putting less food on the table.

The Big Picture: Inflation, wealth inequality, an aging population, and GLP-1 drugs may all be contributing to a general decrease in portion size in restaurants and grocery stores. That may satisfy a need or desire for some people, but it also gives everyone else less bang for their buck — ultimately making life less satisfying for a growing number of American households.

Between the Aisles: While pandemic-era “shrinkflation” may have slowed, portions continue to get smaller.

At the Checkout: People generally understand that buying in bulk offers the best value for their money, but it requires a larger upfront outlay. Many lower-income Americans simply can’t afford to shop this way, even though it would save them money in the long run.

The Breadcrumb Trail: Since smaller packages increase suppliers’ profit margins, don’t be surprised when shoppers start to feel scammed by the change and defect to cheaper, generic alternatives.

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57.1% of you voted No in yesterday’s poll: Have you used pennies in a cash transaction within the past month?

“Have I had a cash transaction in the past year?… no.”

“The only cash transaction I have had in several months is donating a $5 note sitting in my wallet for who knows how long to a Salvation Army kettle last week.”

“Not as currency, but I still flip a penny any time I’m really undecided about something… that’s kind of a transaction, right?”

“I took 66 of them to the bank today!”

Let’s keep the conversation going. Join our Poll Of The Day newsletter, so your opinions can shine. Discover how your views line up with your peers’, check out cool insights, and have some fun. It’s data with personality.

🧠 Y Combinator launches “Chad: The Brainrot IDE,” a coding tool that features social media, sports betting, and dating apps.

😥 Tesla’s AI chief just told workers in an all-hands meeting that 2026 will be the hardest year of their lives.

🤖 Anthropic’s Claude designed, programmed, and then controlled a quadrupedal robot.

🏈 Sports streaming rights will lead Disney to increase spending by $1 billion in 2026.

📈 Many are skeptical that Netflix’s new viewership metric is padding the numbers.

⏰ Minute-long microdramas are so popular that some actors are leaving unions to work on them.

💃 ELLE honors outstanding female film actors in their “Women in Hollywood 2025” list.

🚓 TikTok Shop’s cybersecurity team is gearing up for the holiday surge in online fraud.

💀 Why the fans of extremely stylish brands tend to kill them off.