Apr 18, 2024

Will AI be the dot-com bubble all over again?

Mike Simons/Getty Images

Wall Street loves artificial intelligence companies, but has the romance gone too far, too soon? Plus, regional banks are vulnerable to the state of commercial real estate.

Segments From this episode

Smaller banks reveal ripple effects of commercial real estate woes

by Mitchell Hartman

Apr 18, 2024

Some types of CRE are hurting more than others. A steep downturn could cause pain to regional banks as well as property owners.

Small, local banks might have up to 50% of their portfolios in CRE, says Suri Sharma of Morningstar. But some subsectors of the field, like industrial property, are strong.

Andrew Caballero-Reynolds/AFP via Getty Images

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Some small businesses are squeezed between rising costs and customers with other options

by Stephanie Hughes

Apr 18, 2024

For restaurants and retailers in particular, it can lead to something the Federal Reserve's Beige Book calls "lumpy" pricing.

Restaurants and retailers don’t necessarily have to raise prices to protect their profit margins, says Adrienne Slack at the Atlanta Fed. They can also save money by cutting back.

Brendan Smialowski/AFP via Getty Images

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What can the dot-com bubble teach us about the future of AI?

by Matt Levin

Apr 18, 2024

In the 1990s, Wall Street was very enthusiastic about the internet — and lost a ton of money because of that enthusiasm.

The burgeoning field of artificial intelligence is often compared to the birth of the internet in the 1990s, when many tech companies did too much too quickly and collapsed.

Frederic J. Brown/AFP via Getty Images

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As drive-thrus get bigger, some cities aren't lovin' it

by Kai Ryssdal and Sean McHenry

Apr 18, 2024

The rise of online ordering drives restaurant chains to build more drive-thrus, but traffic and walkability concerns have led to bans.

Kamil Krzaczynski/AFP via Getty Images

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Netflix looks to drive growth with games after boost from password crackdown

by Meghan McCarty Carino

Apr 18, 2024

Netflix has bought game studios and made other investments, but it's playing at a "high-stakes table" with deep-pocketed competitors.

Netflix’s booth at the Gamescom video game fair in Cologne, Germany, last year. It's putting capital into its video game operation, but faces high-powered rivals.

Ina Fassbender/AFP via Getty Images

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In the wake of strikes and peak TV, Hollywood’s workforce is shifting away from LA and New York

by Henry Epp

Apr 18, 2024

States are making tax-break offers that producers can't refuse.

Darwin Brandis/Getty Images

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Music from the episode

"Becoming a Tree" Richard Houghten

"Things I Do" Andy Shauf

"Nada" Mellah

"City Slicker" J-Walk

"TV Queen" Wild Nothing

The team

Nancy Farghalli Executive Producer

Maria Hollenhorst Producer II

Andie Corban Producer I

Sarah Leeson Producer I

Sean McHenry Director & Associate Producer II

Sofia Terenzio Assistant Producer

Jordan Mangi Assistant Digital Producer

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