266: 2026 Midyear Outlook: Scarcity vs. Abundance in the Age of AI

Artificial intelligence continues to reshape economies and markets, but its rapid expansion is also exposing new constraints across energy, infrastructure, labor, and capital. As investors navigate an increasingly complex landscape, the debate has shifted from AI's potential to the practical realities of building the systems that support it. In this episode of The Bid , host Oscar Pulido speaks…