Фото: Ahmed Al Kerdi / Reuters
we can have an idea we can think it’s a good idea we can work it all the way through and then we can say well actually this this doesn’t make sense there are too many drawbacks or too many confusing situations this won’t actually be a big enough benefit to warrant the change and the confusion let’s not do it.
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To a master data-cruncher like Slok, it doesn’t make much sense that AI expectations have “sparked a macro conversation about a coming rise in the unemployment rate,” given that he sees no change in the “underlying incoming economic story of a strong U.S. economy driven by AI spending, the industrial renaissance, and the One Big Beautiful Bill.” Slok added that he thinks this narrative is wrong, that AI adoption will take much longer than the next 12 to 18 months mentioned in these viral essays, and the risk of an overheating economy is larger than, say, unemployment going to 10%.