Every time these shops seem to be out of runway, they do another raise[1]. The investor class is far from running out of funds to support this adventure. They will run out of patience or find the shiny new thing before there's a liquidity crisis. I suspect a good portion of the cash pulled from private credit goes towards further funding of the AI trade.

[1] https://www.nytimes.com/2026/03/31/technology/openai-12-bill...

Inveator class is loving the stress on the normal worker ai is causing and making them work harder for fear of layoffs