1,424 karma · joined November 8, 2020
The main impact is from fewer workers entering the country clandestinely from Mexico due to the current administration’s enforcement of the border and the general impression of immigrants being treated poorly by administration. Illegal border crossings are now at a 50 year low.
How many human managers actually do that, though? How many websites performed satisfactorily before AI arrived? How well has technology matched what consumers really need or want? Maybe, as a society we have underperformed and nescient AI performs well enough (or even better) in comparison.
I have no idea for sure, but odds are 80% of the revenue of these current saas providers is generated from 20% of the features they offer. Lightweight newcomers can just focus on that 20% and ignore the other 80%.
The question is can improvements in the hardware both in cost and performance outpace the increased demands on the LLMs and their future derivatives.
Therefore, the administration can simply re-classify any existing tariffs that are not justified for national security reasons and fall within this product mix.
Meanwhile, the bond holders that don’t sell, can wait it out until the bond pays out or the selling mania stops, and the price returns to equilibrium.