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.
> 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.