I did some napkin math in a comment a little while ago, that if the whole shebang comes to a screeching hard stop where all these investments are written down to 0 and all AI revenue disappears completely, these trillions of debt could be repaid, with interest, by the hyperscalers with their pre-AI firehoses of cash flow in 6 - 8 years. It’s never going to be that simplistic, of course, but that doesn’t seem like a very dire situation.