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If I have managed to understand the situation, the AI boom is dependent on new money entering the industry to provide the money to renew rapidly depreciating assets. If the inflow of new money reduces or halts, the bubble pops.
As my readers perhaps know, I am more interested in the societal affects of AI than in a market crash from an AI bubble.
The societal effects are more deadly than a market crash.
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Siehe dazu auch: