The reality of the situation is they can be guilty as fuck, but they are so important to the world and us economy, that any sanctions they have will be symbolic. Nobody wants to kill the golden goose, even democrats.

There will be a lot of noise, it will be embarrassing, but I just can't imagine a situation where it significantly impacts their bottom line.

The bear case here is pretty much that you think AI is a bubble anyway, and this just accelerates it.