Big Technology Podcast · Friday, July 24, 2026
The podcast discusses the potential for a 'subprime data center crisis,' with Alex posing the question of whether the data center buildout could be a 'ticking time bomb.' Ronjon Roy agrees that the economic impacts are plausible, particularly the secondary and third-order effects of any downturn.
“Is the data center buildout a ticking time bomb?”
“We're going to talk about whether we're heading towards a subprime data center crisis and how bad SpaceX can get.”
“Well, I think plausible. I think it's, it's not any downturn. The, the, the, the difference is, is that it's not the initial downturn that's going to kill you. It's the secondary, second and third order effects of it.”