Debt is indeed a rising threat. Us federal debt has reached $40 trillion (greater than the total GDP), with interest payments now the second-largest expenditure after Social Security. The bill works out to $4k per person, or $12k per tax return filed.
Really consider that the first $12k on your tax return bought you nothing. Not just nothing personally, it funded no library, no road, no food stamp, it just evaporated into financial fees. And we're hitting a higher-interest era where borrowing is more expensive.
AI related growth and investment is what's been keeping the present economy floating in the wake of tariffs, accounting for something like 30-50% of recent GDP growth and hundreds of thousands of jobs.
It also the only thing that could possibly result in enough growth to offset the rising debt ratio and prevent a painful economic future. (Even then the growth will have to be on the very high end of projections.)
So it's weird to come away from that and imply AI is imposing an existential risk ("The Real AI Threat") due to "weaker or less durable investment and profitability in artificial intelligence". That's like if your take on medicine was "medical research is a catastrophic thing to get involved with, instead of curing all cancers we might only cure certain varieties, do you want a future in which you die from those cancers?"