Interesting thesis - bc the required rate on AI invstmnts is higher, investors rationally allocate capital to AI, so for non AI invstmnts to be funded, they have to offer higher rates.
However, not sure I understand the channel here (misallocation, behavior) or even that AI is causing higher rates

Add it to the list of crap to reverse on Jan 20, 2029.

It’s been shocking to see how a cult forms in real time. Like a slow moving mudslide and we’re all down at the base, sitting and watching helplessly

We had good chances. We didn’t take them with the expected ruthlessness. Shots not even on target.

Until I see Arteta and co lifting the trophy, I’ll always keep hope that Arsenal will be true to themselves and 🍼🍼

Gracelessness? You mean the step up in intensity?! Must be a salty fan

Right. Allison standing on his head today

What’s your level of confidence? Cuz I’ll bet you that at least one of those things won’t happen

Not just Mark, but also Bill Gates and Warren Buffet have been vocal about this.

Wrong character - Elon is no hero - more the big, dumb purple guy who tries to reset humanity then loses because he a big dumb purple guy who no one likes