Re:Retirement Savings Are Fueling the AI Bubble
by ethanj8011 on Wednesday November 11, 2026 @03:51PM
(#50458498)
I'd like to see some quantification for their statement. It's unclear to me how much has actually been invested in private funds. I think that pensions invest, (and that the economy is linked together) is a far more persuasive (note that neoclouds and the hyperscalers are all public as are some of the private credit firms and banks bankrolling the build out).
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Re:Retirement Savings Are Fueling the AI Bubble
by rykam on Wednesday November 11, 2026 @04:25PM
(#50458911)
I second this, has anybody properly measured how much has actually been invested from private funds/pension funds? Is this really difficult to do?
Re:Retirement Savings Are Fueling the AI Bubble
by mold_aid on Wednesday November 11, 2026 @05:46PM
(#50459936)
There used to be proxy voting/corp gov firms that provided money managers guidance on their ERISA obligations for, say, OHSERS. I think participants just get fee info but it's been a while since I thought about this.
Re:Retirement Savings Are Fueling the AI Bubble
by bagacrap on Wednesday November 11, 2026 @04:34PM
(#50459025)
I think the answer is extremely little.
> the $15 trillion held in private sector workers’ retirement accounts is now, for the first time in history, available to be invested in private funds.
The article acts as if this means there are $15T of funds that Coreweave can tap into at will, but all this means is that 401k plan admins are allowed to add private equity to the list of options in 401ks. I expect quite a small percent of plan participants to actually make use of said options even IF they are added, unless plan admins start changing the default investments to include them. Not saying that can't happen, but it hasn't happened yet.