AI's debt binge can't last, hidden borrowing reaches $1.65T
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Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#2https://archive.ph/Lek29
For those without accounts, given faded body
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#3Feels a bit early for this decade's "once in a lifetime" financial crisis, but I guess AI just makes everything more efficient.
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#4[flagged]
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#5As a bystander directly immune to the fortunes of AI going up or down, it does feel like there are a lot more people thinking this is inning 9 of the LLM story than there are people thinking it's inning 3. Which makes it tempting to believe it's probably closer to inning 3.
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#6As a bystander directly immune to the fortunes of AI going up or down, it does feel like there are a lot more people thinking this is inning 9 of the LLM story than there are people thinking it's inning 3. Which makes it tempting to believe it's probably closer to inning 3.
I think it's the magnitude of the situation that is more concerning than how close we are. We might not know when it pops but when it does, the dominos are in a pretty precarious position.
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#7[flagged]
money printer is takin' a break
> And unlike earlier periods of heavy debt, the Federal Reserve is no longer a big buyer of Treasuries, placing a heavy burden on private-sector investors.
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#8> AI’s insatiable need for debt has so far been matched by investors’ appetite for it, but they may turn nauseous on the belly-busting volumes coming from tech giants.
Headline doesn't really match the facts in the article. The article seems to say "hyperscalers are borrowing an enormous amount and so far people are lending to them. Other people are worried that this will stop".
Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#9> AI’s insatiable need for debt has so far been matched by investors’ appetite for it, but they may turn nauseous on the belly-busting volumes coming from tech giants. Headline doesn't really match the facts in the article. The article seems to say "hyperscalers are borrowing an enormous amount and so far people are lending to them. Other people are worried that this will stop".
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Re: AI's debt binge can't last, hidden borrowing reaches $1.65T
#10Feels a bit early for this decade's "once in a lifetime" financial crisis, but I guess AI just makes everything more efficient.
My AI recommended that a chuckle at this comment would be a great balance of engagement, humor and foresight.
chuckle