AI Economics
AI economics involves the market productivity and broad economic effects driven by artificial intelligence adoption. Truncated covers its impacts on labor markets, industry productivity, capital allocation and macroeconomic trends.
As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform
The AI bubble can wait, but your exit plan can't
The Register — Infrastructure spending outruns measurable returns, with supplier finances key to judging when trouble arrives
What does the Blue Tsunami mean for inflation?
www.semafor.com — Macquarie’s Thierry Wizman on deflation, hyperscalers’ over-investment, and post-election market blues
Stocks close lower as investors search for directions amid AI sector uncertainties
en.yna.co.kr — SEOUL, Nov. 9 (Yonhap) -- Seoul stocks closed lower Monday as investors digest uncertainti...
S. Korean economy continues to post 'solid' growth amid AI investment: KDI
en.yna.co.kr — By Kang Yoon-seung SEOUL, Nov. 9 (Yonhap) -- The South Korean economy appears to be cont...
RBA’s Hunter warns AI could trigger sharp asset repricing as boom adds to inflation
investinglive.com — RBA Assistant Governor Hunter warned AI could pose growing financial stability risks, with asset prices exposed to sharp repricing if returns disappoint. She…
Stocks will tumble much further as AI investment will slow next year then fall in 2028 and drag GDP down too, economist predicts
fortune.com — Capital Economics expects the S&P 500 will be 12% below its current level by the end of 2027, putting it 17% off its early-October peak.
Enterprise AI is waiting for its Transformer moment
www.fastcompany.com — The first wave transformed individual work. The second will transform the organization itself.
5 big analyst AI moves: Is the historic AI stock rout a buy opportunity? By Investing.com
investing.com — 5 big analyst AI moves: Is the historic AI stock rout a buy opportunity?
Cathie Wood 'always feels better when the market is worried' — here's why
www.cnbc.com — The Ark Invest CEO said there was a "wall of worry" gripping markets right now.
How to invest in AI amid AI spending worries? By Investing.com
Investing.com — How to invest in AI amid AI spending worries?
Gartner Sees Software Growing 14.6% to $1.68 Trillion in 2027: Models at 117%, AI App Platforms at 39%, and Price Increases Doing a Lot of the Work
SaaStrAI — Gartner released its latest IT spending forecast on October 21. Worldwide IT spending will reach $7.35 trillion in 2027, up 15%, crossing $7 trillion for the first time. Most coverage focused on da…
The Jevons paradox has a second half
hrih.si — In 1865 Jevons argued that efficient engines would make Britain burn more coal, and that cheaper products would mean more work. He was right for about fifty years. What coal, light, farms, bank tellers and switchboards say about software jobs now that AI makes code cheap.
Getting Wider
jonathannen.com — Working inside other organizations as a forward deployed engineer, the AI adoption curve I see is getting wider: at the front each step makes the next one cheaper, at the back each step not taken makes the next one more expensive. Cloud and git closed that gap eventually; I don't know whether this one does.
AI accounts for nearly a fifth of UK growth in 2026, Bank of England finds
PPC Land — UK firms put AI's productivity gain at 0.5% over three years and report almost no job losses so far. Does the AI boom add to inflation now, or ease it later?
The AI Meltdown: Darkest Before the Light?
crackthemarket.substack.com — This has been the most brutal week since DeepSeek. What broke, who is selling, what is priced, what I got wrong in Part 1, and your questions on open models, China's labs and the Anthropic IPO
Watch Jobs Boom Meets AI Market Turmoil
A quote from Nilay Patel
Simon Willison’s Weblog — The products aren't good enough to sell people on the costs. You cannot tell people that you have to listen to the whine of a data center in their backyard …
Bill Gates believes a billionaire's tax is the only option in the age of AI—and 'whatever's left over' can be used as a philanthropic safety net
Fortune — "The primary responsibility of dealing with inequality will always rest with governments."
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