Slack: C09VCLQ3MA7/ts:1771011374.7634

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-capex-infrastructure-bottleneck

💬 [E1918] If this is correct, maybe we should think about effects on K-shaped economy and whether this prevents it becoming E-shaped. Similar to UK where fuel inflation post-GFC hit lowest earners hardest.
commentary · 2026-04-07