Great read, obvious that most of the data supporting this has not been shared on the blog, but who gives this much away for free anyway?
The issues facing France are way more complex than the far right exploitation of « immigrants are bad, Islam is destroying the West ». This narrative is peddled here with so much hysteria because it serves the agenda of the owner of this medium. These are falsehoods.
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The US AI bubble is resting on 3 key assumptions: 1- shortage of compute 2- no roadblocks to the infra rollout and 3- there will be ample financing to support the outlandish capex spend assumptions.
Let’s take these one by one and put it past the Casio stress test.
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Level of collective madness is now unhinged… tariffs and gambling the funding structure are now the required artifice to sustain insane levels of totally useless military spending and just about keep the deficit at 6%. What if a recession hits? Where will the deficit be?
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