[Shaun @ Tru6]

This is something of a lightbulb theory I had last night, so not well-researched, thought I'd post to get input and discussion.

I posted a bit ago asking where the trillions of investment $ for AI and hyperscalers are coming from, it turns out much of it is private credit, based on a hope that AI will one day be monetized on an XX or XXX% return scale.

But the AI bubble can pop, will pop, just like the dotcom and housing bubbles did causing massive economic disruption and socialized losses with consumers paying higher electric bills to build datacenters and then soften the losses of the ultra-wealthy when the promise doesn't work out.

Have the risks of CDS's been fixed since 2008? Or exacerbated?

Are they public to know who has bought what?

Can interconnections be determined to forecast and model failure?

Other than AI delivering only on a small fraction of the forecasted promise, what other triggers could ignite a worldwide meltdown à la 2008?