Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

Market volatility remains high as the 10-year Treasury yield hovers around the 5% threshold, pressured by inflation fears and the crowding-out effect of massive AI-related debt issuance. The mortgage credit scoring landscape is shifting, with FICO’s long-standing monopoly eroding as VantageScore captures significant market share, justifying a bearish stance on FICO and major credit bureaus. Meanwhile, the recent "doomsday" warnings from AI CEOs are a calculated subterfuge; these leaders are fomenting regulatory hysteria to protect their pricing power and create moats against a backdrop of slowing growth and rising capital costs. Investors seeking to hedge against AI-heavy portfolios should look toward uncorrelated subsectors like property and casualty insurance, as the broader market remains deeply intertwined with the financing and infrastructure demands of the artificial intelligence boom.