On: Big Tech uses guarantees to keep $300B AI exposure off balance sheets

[alpinisme]

Large index funds that most people’s portfolio inevitably includes substantially invest in AI-adjacent stocks. Not to mention the fact that bubble bursting is not by any means guaranteed to have its effects limited to one sector.

[aurareturn → alpinisme]

AI is the sole reason why stocks have gone up since 2022.

[blactuary → aurareturn]

2022-26 is irrelevant for people's retirement savings. They are not or should not be even paying attention to that short-term movement. If the bubble bursts there will be collateral damage that impacts way more than just AI or AI-adjacent companies, and that could have long-term consequences

[aurareturn → blactuary]

It isn't going to go below what it was in 2022. AI has added too much productivity since.

[alpinisme → aurareturn]

That means that all new investment has been in AI (trading in other sectors is a wash). So a bubble burst would sweep up all that growth.