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by mschuster91
36 days ago
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> Line must go up! This is how they'll do it for a few more quarters. This is why the messaging is so unified across the industry, across every C-suite out there. They all need to believe. The real danger for the economy is when the runway finally runs out. And I believe we are at a perfect-storm scenario... AI is obviously a giant wash-trading bubble that alone would be sufficient to trigger a repeat of the 2007ff crisis. But on top of that, we got the issue you mentioned, i.e. everyone running out of kool-aid and noticing it too late, with no easy way of turning around, and we got the war risk and supply chain shocks thanks to Iran and Russia, and and and. |
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