AI is now the biggest investment in all of US history as a percentage of GDP. Datacenter construction is up, all other construction is down. "AI Is Squeezing Out the Rest of the Stock Market," reported WSJ 2 days ago. We basically bet the whole economy on the most optimistic visions panning out. RE: https://bsky.app/profile/did:plc:x4qyokjtdzgl7gmqhsw4ajqj/post/3mx2oktgvbk2c