{"provider_name":"Hatena Blog","provider_url":"https://hatena.blog","title":"\u6295\u6a5f\u7684\u6210\u9577\u3068AI\u300c\u30d0\u30d6\u30eb\u300d","blog_title":"himaginary\u2019s diary","author_name":"himaginary","url":"https://himaginary.hatenablog.com/entry/20260209/Speculative_Growth_and_the_AI_Bubble","published":"2026-02-09 23:59:00","height":"190","image_url":null,"description":"\u3068\u3044\u3046NBER\u8ad6\u6587\u3092\u30ab\u30d0\u30ec\u30ed\u304c\u4e0a\u3052\u3066\u3044\u308b\uff08H/T \u30bf\u30a4\u30e9\u30fc\u30fb\u30b3\u30fc\u30a8\u30f3\u3001ungated\u7248\u3078\u306e\u30ea\u30f3\u30af\u304c\u3042\u308b\u8457\u8005\u306e\u30da\u30fc\u30b8\uff09\u3002\u539f\u984c\u306f\u300cSpeculative Growth and the AI \"Bubble\"\u300d\u3067\u3001\u8457\u8005\u306fRicardo J. Caballero\uff08MIT\uff09\u3002 \u4ee5\u4e0b\u306f\u305d\u306e\u7d50\u8ad6\u90e8\u3002 I have applied the speculative-growth framework of CFH to an AI-driven macroeconomic environment. AI activates CFH\u2019s funding feedback through two channels: \u2026","blog_url":"https://himaginary.hatenablog.com/","width":"100%","type":"rich","version":"1.0","html":"<iframe src=\"https://hatenablog-parts.com/embed?url=https%3A%2F%2Fhimaginary.hatenablog.com%2Fentry%2F20260209%2FSpeculative_Growth_and_the_AI_Bubble\" title=\"\u6295\u6a5f\u7684\u6210\u9577\u3068AI\u300c\u30d0\u30d6\u30eb\u300d - himaginary\u2019s diary\" class=\"embed-card embed-blogcard\" scrolling=\"no\" frameborder=\"0\" style=\"display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;\"></iframe>","author_url":"https://blog.hatena.ne.jp/himaginary/","categories":["\u7d4c\u6e08"]}