Grace Blakeley

The Roundup Podcast #39

The AI bubble and capitalist planning...

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Grace Blakeley
Aug 03, 2026
∙ Paid

Hello and welcome to another edition of my podcast, The Roundup.

Each week, I read you all my Substack content from the previous week in one quick episode - so you can catch up while driving, walking the dog, or cleaning your house!


We didn’t choose AI. Capital did.

The AI boom was planned by capital. When it collapses, capital must be made to pay.

Timing Is Everything in the AI Bubble

This week’s tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech’s $1 trillion bet on AI is going to pay off.


Remember, if you’re already a paid subscriber and you want to listen to the podcast on your usual streaming app, you can listen on Patreon. Just message me for access to the Patreon channel.

And if you’re thinking of becoming a paid subscriber but can’t afford it, DM me for a solidarity discount!

In solidarity,

Grace

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