The battle between the DOW and Anthropic raises two important questions: How will the Trump administration and AI giants work together going forward? And who is Michael, the man who is making decisions on behalf of the biggest AI customer on the planet?
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But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.
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