“This looks like a real crisis of faith. No, it doesn’t point to a U.S. recession, partly because so much of the AI investment boom has gone to imported equipment (hence KOSPI). But it does feel like the end of the early euphoria, of the triumph of hype over experience.”
https://paulkrugman.substack.com/p/when-the-chips-are-down
Chris Palmer
npub12n…p6dft
2026-07-30 06:55:55 UTC
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wss://relay.momostr.pinkPublished at
2026-07-30 06:55:55 UTCEvent JSON
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