36% of all business investment
On Ones and Tooze’s show, Adam Tooze frames a knife‑edge dilemma for AI: either it delivers transformative value concentrating gains in parts of the value chain, or it disappoints, forcing a market reset amid massive overvaluation. He ties this to the scale of AI‑linked capex, claiming 36% of all US business investment and $150–$200 billion a quarter by hyperscalers, with potential financial‑stability spillovers if returns don’t materialize 1. Cameron Abadi adds that newer investors may be pushing back on apocalyptic narratives to avoid regulation, highlighting tension between risk analysis and capitalist incentives 1.
From the window to Sep 23, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
0 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
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