Here are my three best guesses, which are as good as anyone’s on this type. Maybe it’ll garner some discussions because the industries ability to seemingly break all barriers and avoid the cliff thus far are surprising:

1. Memory companies will be a sign first.
2. AI recruiting companies (Mercor) slow recruiting and don’t post as many jobs or at such high rates.
3. Utility usage decreases in areas with major AI data centers. (I really wish ibjad access to data on this).