October 6, 2025· 39 min

James van Geelen on the Next Phase of the AI Buildout

James van Geelen

Orality

Model

78%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,938 words)

M:29%

HostTracy Alloway(3,796 words)

M:28%

GuestJames van Geelen(1,201 words)

M:29%

Oral Indicators

Agonistic33%

amazing, literally, basically

Engagement67%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

like (105x), it's (84x), yeah (63x)

Parallelism63%

So why would I pay for stuff I..., And I'm Joe Weisenthal...., But part of me thinks just see...

Sound Patterns100%

87 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases9%

at the end of the day, you know what, i mean

Literate Indicators

Hedging6%

could, maybe, might

Passive Voice4%

being used, being propped, are planned

Abstract Nouns14%

investment, information, volatility

Subordination5%

because, since, while

Sentence Length24%

Avg: 11.0 words/sentence

Word Complexity47%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style33%

578 personal pronouns found

Descriptive Style80%

monthly, carefully, exactly

Description

Money has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Research. We talk to him about his latest field trip to one of OpenAI's new massive Stargate data centers in Abilene, Texas. We also discuss the increasingly complicated financing arrangements that are funding some of these mega projects and the energy needed to power them. Finally, we ask the question which everyone seems to be asking right now: is AI in a bubble? Read more: OpenAI Valuation Reaches $500 Billion, Topping Musk’s SpaceX FOMO Builds as Alibaba Extends $250 Billion AI-Fueled Comeback Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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