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> Even if all this new AI would completely vanish overnight, I'm pretty sure most of the world wouldn't care one bit.

If the economic chaos in the US was sufficiently large (I still think this is _kinda_ unlikely, because exposure is pretty concentrated, but with the massive debt raises it's maybe less contcentrated than it used to be), there would likely be contagion.

> If it bankrupts Microsoft, that would have a tremendous impact on many companies using Microsoft products of course

It won't; in terms of publicly traded companies, it's probably mostly Oracle and Nvidia in the firing line. MS has plenty of money.



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