Oh boy.
This timing is terrible for us in France. After seven years of Macron who made austerity measure after austerity measure and somehow made our budgetal deficit worse, I can guarentee you that everyone (the population) is sick of it and whoever gets elected in our current legislative will NOT go down the path of ‘reduce public expenses to reduce debt’ as it would be political suicide right now.
AI may have its uses, but the easy counterpoint to your argument is to look at FTX at its peak and where it is now (bankrupt). The stock exchange is the exact opposite of rational, and is terrible at estimating the use one can get out of tech.