What changed
OVER THE LAST COUPLE WEEKS, A HYPOTHESIS THAT I HAVE COME TO FEEL MORE STRONGLY ABOUT IS THIS:
IF MARKET FORCES WERE ALLOWED TO RUN, THE AI RALLY AND BOOM WILL AT LEAST A COUPLE IT YEARS THE RUN.
THE CATALYST FOR A BUST WILL COME FROM A BIPARTISAN POLITICAL CONSENSUS TO REGULATE AI IN A FORM THAT SMELLS LIKE REVENUE SHARING OR SOMETHING THAT HAS A WHIFF OF NATIONALIZATION.
THE YEAR WOULD BE 2028, WHEN BOTH DEMOCRATS AND REPUBLICANS WOULD TRY TO OUTDO EACH OTHER ON WHO CAN COME UP WITH A STRIC