A hard AI slowdown means mass writedowns — the question is who absorbs them

_onionesque · x · 2026-09-13

Quoting Carlo Dossi's point that mere deceleration is enough to pop a bubble, the author argues a hard slowdown in AI implies accepting large-scale destruction of investor wealth and substantial defaults — and the real question becomes who absorbs the writedowns: equity holders, creditors, taxpayers, or a mixture.

Related event: Who Absorbs the Write-Downs If AI Growth Slows(2 posts)→

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