What Next: TBD | Tech, power, and the future · Slate Podcasts

The A.I. Disruption Is Here

February 20, 2026·25 min·2 clips

A $6 million karaoke firm's AI pivot sent trucking and logistics stocks into a tailspin, sparking the AI scare trade.

This episode explores how AI is disrupting financial markets through the 'AI scare trade,' where announcements about AI integration cause stock sell-offs across industries. Guest Emily Peck from Axios discusses the shift from market excitement to anxiety, parallels with the dot-com bubble, and real-world impacts on jobs and software companies.

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