World War AI Livestream
October 20, 2026·webinar
Originally live-streamed on X and YouTube on October 14, 2026
Ben Hunt of Epsilon Theory argues that the AI buildout is becoming too big to fail, with consequences for energy costs, credit markets, and consumers. His central question: who bears the cost when private investment becomes a national priority?
In this live edition of Why Am I Reading This Now?, hosted by Matt Zeigler, Ben revisits his World War AI thesis and demonstrates how Perscient tracks the stories shaping markets and policy. He examines the competition for capital and electricity, the case he sees for eventual government loan backstops, and the narratives surrounding AI safety, regulation, and national security.
The presentation closes with audience questions about financing, political incentives, and what this could mean for long-term investors. Ben distinguishes his expectation of government support from the possibility of significant market pain before it arrives.
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