I am left thinking that many people here in the US are going to have a hard time accepting that having this person, at this stage in his life, as the national figurehead will do permanent damage to the US’ prestige and global standing. Doesn’t matter if Reagan was sundowning, media was more controlled then and his handlers were there to support the institution of the presidency at least as much as they were there to support a narcissist. In 2016, other countries could look at Trump as a temporary aberration and wait him out. This time, it’s clear that the US is no longer a reliable partner.
An intentional sacrifice of the US’ role as head manager of the global economy is not nearly as well thought out as the people pushing it think it is.
I don’t think Trump’s presence changes much regarding the AI bubble. It’s still massive capital and operational expenditure, with ??? revenue to show for it. Trump very likely faces a big stock market correction in 2025 or no later than 2026, just as surely as Harris or Biden would have.