conv.

← The whole story
Business
Economists Spar Over Whether the AI Boom Is Crowding Out the Rest of the Economy

Economists split on AI vendor-financing risk to the financial system

3 Oct 30 2:41 PM · 14d ago · 1 post · 1 source · development 3 of 4

Stanford's Darrell Duffie, Duke's Campbell Harvey, and MIT's Jonathan Parker give conflicting assessments of whether chip-supplier financing of AI buildouts increases systemic fragility or safely contains risk within the AI sector, drawing comparisons to 1999-era vendor financing by Lucent and Nortel.

Economists split on AI vendor-financing risk to the financial system
byteseu.com

“The feedback between providers and users of funding, although not necessarily inefficient overall, does increase fragility.”

Darrell Duffie

Mary Daly President, Federal Reserve Bank of San FranciscoAnnie LowreyAnnie Lowrey Writer, The AtlanticDarrell Duffie Economist, Stanford UniversityCampbell R. Harvey Economist, Duke UniversityJonathan Parker Economist, MIT

The whole story articlesposts the bright band is this development · numbered dots are the others · click one to jump

Peak 3 pieces in 4h at Oct 31, 6 AM; 14 pieces over 16 days (4 articles · 10 posts) Oct 29, 10 AM — 1 piece · 1 post — Bluesky 1Oct 29, 2 PM — quietOct 29, 6 PM — quietOct 29, 10 PM — quietOct 30, 2 AM — quietOct 30, 6 AM — 1 piece · 1 article — Google News 1Oct 30, 10 AM — 1 piece · 1 post — Mastodon 1Oct 30, 2 PM — 1 piece · 1 post — Mastodon 1Oct 30, 6 PM — quietOct 30, 10 PM — quietOct 31, 2 AM — quietOct 31, 6 AM — 3 pieces · 2 articles · 1 post — Google News 1, Newswires 1, Mastodon 1Oct 31, 10 AM — quietOct 31, 2 PM — 1 piece · 1 post — Hacker News 1Oct 31, 6 PM — quietOct 31, 10 PM — quietNov 1, 1 AM — quietNov 1, 5 AM — quietNov 1, 9 AM — quietNov 1, 1 PM — quietNov 1, 5 PM — quietNov 1, 9 PM — quietNov 2, 1 AM — quietNov 2, 5 AM — 2 pieces · 1 article · 1 post — Mastodon 1, Newswires 1Nov 2, 9 AM — quietNov 2, 1 PM — 1 piece · 1 post — Reddit 1Nov 2, 5 PM — quietNov 2, 9 PM — 1 piece · 1 post — Hacker News 1Nov 3, 1 AM — 2 pieces · 2 posts — Mastodon 1, Hacker News 1Nov 3, 5 AM — quietNov 3, 9 AM — quietNov 3, 1 PM — quietNov 3, 5 PM — quietNov 3, 9 PM — quietNov 4, 1 AM — quietNov 4, 5 AM — quietNov 4, 9 AM — quietNov 4, 1 PM — quietNov 4, 5 PM — quietNov 4, 9 PM — quietNov 5, 1 AM — quietNov 5, 5 AM — quietNov 5, 9 AM — quietNov 5, 1 PM — quietNov 5, 5 PM — quietNov 5, 9 PM — quietNov 6, 1 AM — quietNov 6, 5 AM — quietNov 6, 9 AM — quietNov 6, 1 PM — quietNov 6, 5 PM — quietNov 6, 9 PM — quietNov 7, 1 AM — quietNov 7, 5 AM — quietNov 7, 9 AM — quietNov 7, 1 PM — quietNov 7, 5 PM — quietNov 7, 9 PM — quietNov 8, 1 AM — quietNov 8, 5 AM — quietNov 8, 9 AM — quietNov 8, 1 PM — quietNov 8, 5 PM — quietNov 8, 9 PM — quietNov 9, 1 AM — quietNov 9, 5 AM — quietNov 9, 9 AM — quietNov 9, 1 PM — quietNov 9, 5 PM — quietNov 9, 9 PM — quietNov 10, 1 AM — quietNov 10, 5 AM — quietNov 10, 9 AM — quietNov 10, 1 PM — quietNov 10, 5 PM — quietNov 10, 9 PM — quietNov 11, 1 AM — quietNov 11, 5 AM — quietNov 11, 9 AM — quietNov 11, 1 PM — quietNov 11, 5 PM — quietNov 11, 9 PM — quietYesterday, 1 AM — quietYesterday, 5 AM — quietYesterday, 9 AM — quietYesterday, 1 PM — quietYesterday, 5 PM — quietYesterday, 9 PM — quietToday, 1 AM — quietToday, 5 AM — quietToday, 9 AM — quietToday, 1 PM — quietToday, 5 PM — quietToday, 9 PM — quiet 12–34
1Social post claims AI is now ~40% of US…2–3Economists split on AI vendor-financing…4Atlantic asks if the AI boom is…
Oct 31Nov 2Nov 4Nov 6Nov 8Nov 10now · 10:26 PM ET

What people said 1 voice · verbatim

All 4 developments of Economists Spar Over Whether the AI Boom Is Crowding Out… →

BlueskyMastodonNewswiresGoogle NewsHacker NewsReddit