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827a 3 hours ago

Short-sighted. There exists substantial evidence we're barreling straight into a period of high-instability, in-part driven by technology and AI. The world in ten years will look very different from the one we live in today, in the worst ways possible. AI depends heavily on the stable capital environment of the 2010s, but even that is disappearing (e.g. look at the 30y yield), let alone incoming Western political instability and class divide. A ton of the spend in AI is circular, and one small breach in that circle can torpedo OpenAI or Anthropic's financial projections by so much that they start missing required payments for data centers (or worse, paychecks). The technology isn't going anywhere, but the meaningful ability to deploy it at an affordable price may be.