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credit_guy • today at 1:04 AM • 3 replies • view on HN

I think you are describing quite accurately what happened in 2008, but I don't think the parallel is as strong as you claim it is.

  > Downstream party D has no visibility that the specific uncertainty emanating from party A upstream is 100% correlated with their own risks
I'm not aware of anything like that happening right now. Do you have any examples?

Replies

mannanj • today at 1:53 AM

I have an example. Greater than 90% of knowledge workers in tech now are required and expected to use AI. If they aren't, their job prospects are at high risk.

That's an exposure in the Party A-Party D frame is it not?

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bagacrap • today at 1:46 AM

yeah it's approaching the point where all risk is that AI is a bubble, and everyone is exposed to it. It's not exactly hidden, and it's not easy to escape either.

franktankbank • today at 1:19 AM

"Hidden"