AI’s Collision Course: Power, Labor & the Next Big Winners

This week on The Big Skinny, Lou Basenese asks a bigger question than whether AI is a bubble: what happens when the boom runs headfirst into reality? Lou breaks down why the next phase of the AI trade won’t be decided by chatbots or software demos, but by oil, electricity, workers, and the physical infrastructure needed to keep the whole machine running.

Lou also tackles where opportunity is showing up now: energy stocks, AI-power beneficiaries, and the companies positioned to solve labor and infrastructure bottlenecks.

Then in Headlines & Headscratchers, Lou and Dodd dig into why most companies still aren’t changing how they work, what dot-com-style thinking gets wrong, and the offbeat themes percolating beneath the surface.

No fluff. No fear-mongering. Just a fun and profitable data-driven look at what happens when AI collides with reality.