The Hidden Supply Chain Crisis Behind AI Hype

On today’s show, John and Jordi break down why AI’s biggest bottleneck has shifted from energy to chips, and debate whether the industry is heading toward a real supply chain crisis as demand continues to outpace what fabs can actually deliver. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after. Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.