I look at it and think it's probably a social problem that is manifesting itself as an economic one. Kinda like the old "run on the bank" thing but against the dollar. I'm not terribly surprised or overly worried about it as we are still innovating in almost all tech fields. So many factors that make non-US investors worried these days.

Looking back in hindsight should be fascinating 10-20 years in the future. See if any of my theories held water.