POPA ReconAI’s TACO Trade
AI’s TACO Trade Following the Trump administration's forced market removal of Anthropic's Fable model, the stock market has largely shrugged off the news because investors anticipate a "second-order TACO trade," betting the administration will ultimately back down to avoid crashing an economy heavily dependent on AI growth This dynamic creates a complex political bind where the rising economic cost of slowing down frontier AI development makes the industry increasingly "too big to fail," potentially paralyzing future bipartisan regulatory efforts https://freesystems.substack.com/p/ais-taco-…
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