# @tastyliveshow on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=BPw2NIeEFHM
- **Gondola URL:** https://gondola.cc/posts/67717953-tastyliveshow-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/32635b2e2a.jpg
- **Posted:** 2026-07-14T15:30:26.000+00:00
- **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow

## Caption

Felix Prehn @FelixFriends spent years in investment banking at Macquarie Group before founding Goat Academy, where he has taught 25,000 people to manage risk. Today he is sounding the alarm on AI debt. Half of hyperscaler AI revenue is vendor financing, the same companies lending money and booking it back as revenue. SpaceX bonds are down nearly 10% since issue. Goldman Sachs is trying to offload AI debt internally. IBM just crashed 25% on a hint of capex pullback. Felix joins Mike Butler and Jermal Chandler and says every major crash was a debt problem. The technology works. The railroads worked too.

📊 tastylive: https://www.tastylive.com/
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Chapters
00:00 IBM down 25% and the AI debt alarm
01:14 SpaceX bonds down 10%, Goldman offloading AI debt
02:23 Half of AI revenue is the hyperscalers paying themselves
04:25 The dotcom bubble was about the internet. The internet works.
05:27 Your 401k is tripled up on tech and you don't know it
06:38 Position sizing is the answer to everything

#tastylive #aidebt #vendorfinancing #spacexbonds #ibm #hyperscalers #riskmanagement #airevenue #positionsizing #tastytrade
tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran.

tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/.

Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request.

tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.

## Stats

- **Views:** 91
- **Likes:** 6
- **Shares:** 0
- **Comments:** 3

## Tags

riskmanagement, aidebt, vendorfinancing, tastytrade, hyperscalers, airevenue, positionsizing, tastylive, spacexbonds, ibm

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