Lol a bit dramatic at the end. There will be a correction in stocks that were priced in for growth related to AI.

But what I see is the two big costs for America:

1) Less money being invested into risky AI projects in general, in both public (via cash flows from operations) and private markets 2) The large tech firms who participated in large capex spend related to AI projects won't be trusted with their cash balances - aka having to return more cash and therefore less money for reinvestment

All the hype and fanfare that draws in investment at al comes with a cost - you gotta deliver. People have an asymmetric relationship between gains and losses.