We May Not Get Our Recession Until The AI Spending Bubble Implodes

Summary

• Massive AI spending is stimulating the economy, with expenses appearing on income statements and capital expenditures on balance sheets.
• Companies like Microsoft, Meta, and Amazon are investing billions in AI, driving economic activity and circulating cash.
• This AI-driven spending boom mirrors the Dotcom Bubble, potentially leading to a future economic slowdown and recession.
• The eventual slowdown in AI spending could trigger a recession, similar to the Dotcom Bust, affecting stock markets and overall economic health.