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A comment on US tech giants' hidden AI debt swells 90% to $3.2T in 6 months. Parent comment

Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by credit_guy on Tuesday November 03, 2026 @08:04PM (#50360354)
I think you are describing quite accurately what happened in 2008, but I don't think the parallel is as strong as you claim it is.

  > Downstream party D has no visibility that the specific uncertainty emanating from party A upstream is 100% correlated with their own risks
I'm not aware of anything like that happening right now. Do you have any examples?
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by franktankbank on Tuesday November 03, 2026 @08:19PM (#50360442)
"Hidden"
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by bagacrap on Tuesday November 03, 2026 @08:46PM (#50360618)
yeah it's approaching the point where all risk is that AI is a bubble, and everyone is exposed to it. It's not exactly hidden, and it's not easy to escape either.
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by mannanj on Tuesday November 03, 2026 @08:53PM (#50360666)
I have an example. Greater than 90% of knowledge workers in tech now are required and expected to use AI. If they aren't, their job prospects are at high risk.

That's an exposure in the Party A-Party D frame is it not?

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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by Dylan16807 on Tuesday November 03, 2026 @09:24PM (#50360827)
I don't think so. If AI gets really expensive and/or proves to be useless, those requirements will go away. And it's not the knowledge workers paying for those tokens either.
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by jpardoe on Wednesday November 04, 2026 @01:44AM (#50362178)
It doesn’t seem like it to me. Explain?
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Re:US tech giants' hidden AI debt swells 90% to $3.2T in 6 m... by credit_guy on Wednesday November 04, 2026 @07:16AM (#50364542)
The parent was talking specifically about debt instruments, not about knowledge in general. He didn't mention it by name, but he was describing CDO-squared. There's nothing like that happening now, at least not yet.
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