The AI Bubble, Financial Risk, and Why Big Tech Should Not Be Bailed Out with Matthew Scherer

We will also touch on topics such as:

• Massive debt-financed spending on AI infrastructure and weakening underlying fundamentals

• The growing role of private credit, shadow banking, and opaque financing structures in AI markets

• Concerns around inflated valuations, accounting practices, and speculative capital flows

• Whether AI firms could become perceived as “too big to fail” during a market downturn

• The implications of potential AI market instability for banks, insurers, energy markets, and cryptocurrency markets

• Policy proposals aimed at preventing taxpayer-funded bailouts of major technology companies

• How policymakers may respond if geopolitical shocks or broader economic instability accelerate stress in AI markets

We hope you can join us for what promises to be a timely and thought-provoking conversation.

Guest Bio:

Matthew Scherer is a fellow at the Open Markets Institute, where his work focuses on technology policy, market concentration, and the political economy of artificial intelligence. His recent report, “No Bailouts for Big Tech Billionaires: Policies for When the AI Bubble Bursts,” examines the financial risks surrounding the AI investment boom and the policy implications of a potential market correction. Prior to joining Open Markets, Scherer led the workers’ rights project at the Center for Democracy & Technology.