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The AI Bubble Survives on $1.65 Trillion in Hidden Debt
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In 2007, one economist warned about a banking system growing in the dark. In 2026, Big Tech and AI are running the same playbook.
Trillions in debt obligations, legally moved out of sight: not by fraud, but by design.
In this video, I’ll break down:
• Why the debt numbers investors rely on no longer describe the AI bubble.
• The real way we are paying for the AI boom.
• How Special Purpose Vehicles are a way for companies to hide billion in debt obligations.
• How we first saw this financing trick in 2007 with mortgages, and why the AI data center version running today is even bigger.
👉 If one video wasn’t enough, I post everyday here: https://www.instagram.com/casuallyfinance/
All illustrations, visuals, and animations in this video are original and hand-drawn by a freelance artist.
Disclaimer: The information provided in this video and on this channel (collectively, the “Content”) is for informational, educational, and entertainment purposes only and does not constitute investment, financial, legal, or tax advice, nor a recommendation to buy, sell, or hold any security or investment strategy. Investing involves risk and you must do your own research. Nothing in the Content should be interpreted as creating a fiduciary relationship, financial advisory relationship, or client relationship of any kind. The host, the channel, and all affiliated entities expressly disclaim any and all liability for any direct or consequential loss or damage arising directly or indirectly from the use of, reliance upon, or interpretation of the Content. By viewing or interacting with the Content, you acknowledge and agree to these terms and release the host and all related parties from any and all claims related to your reliance on the information provided.


