Who Absorbs the Write-Downs If AI Growth Slows

Citing Carlo Dossi's view that mere deceleration could pop the AI bubble, the author argues the key question is who absorbs the massive write-downs and defaults—equity holders, creditors, or taxpayers—and warns of knock-on effects in credit and payment systems.

2026-09-13 ~ 2026-09-14 · 2 related posts