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From Dwarkesh Patel and Semi Analysis interview on the AI Capex boom, the AI investment crowding effect out could cause a Sovereign debt crisis in the late 2020s

Reddit r/singularity ↗ · 2026-08-26 Cached

An interview with Dwarkesh Patel and Semi Analysis discusses the AI capex boom and its potential to cause a sovereign debt crisis in the late 2020s.

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