Blog Credo

The whole aim of practical politics is to keep the populace alarmed (and hence clamorous to be led to safety) by menacing it with an endless series of hobgoblins, all of them imaginary.

H.L. Mencken

Friday, March 27, 2026

Could Trump Accidentally Do Some Good?

 Trump's war is a slow rolling disaster at this point. However, there might be some positives.

The first, obviously, is that if this trajectory continues, Democrats win the House and the Senate.

The second is that rising energy costs will nudge more and more people to renewables. It will be interesting to see if the GOP Congress decides to make things easier on consumers by rolling back the regulatory and fiscal attacks on renewable energy. I know I certainly would like a return to solar tax credits.

The third is that maybe this war explodes the AI bubble. Now this is "good" in a narrow set of ways. Bubbles have to burst, it is in their nature. Best to get that over with. Second, anything that slows down AI and gives us time to adapt to it is good. Third, crashing AI companies means fewer data centers and, again, lower energy costs. Data centers are being built out beyond requirements, and stopping that would be helpful before it gets out of hand.

Of course, we could very well be looking at a 2008 scenario. The AI boom is pretty much the only thing keeping America out of a recession, and once that bubble bursts, we should expect things to get very panful. It could lead to a full blown financial crisis, as many financial firms are knee deep in AI debt.

Luckily, we have a crack team of crisis managers in charge of the federal government, so I'm sure we will sail right through. 

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