Thread

1. blueblisters · 1790822455 · focus · HN ↗

   I am wondering how much of this is because AI capex is pulling dollars from everything else because it’s so lucrative.

   Note that it is widely predicted that transformative AI will increase real interest rates for several reasons. I’m not sure we are there yet. But if progress continues I expect things to get weirder.

   1. rapsey · 1790823737 · focus · HN ↗

      Yes the AI investment bond market is so large it is literally competing with the government.

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