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.
The New Knowledge Artifacts of the AI Economy
O’Reilly Media — Every technology revolution creates new valuable knowledge artifacts that are worth sharing.
I went to an elite investor forum in London. Everyone talked about the AI outlook, jobs, and Elon Musk.
Business Insider — At the $3,000 per night Chancery Rosewood hotel in Mayfair a who's who of finance folk tackled topics ranging from crypto regulation to AI safety.
Bitcoin Erases Election Rally as AI Stocks Plunge, $428 Million in Crypto Longs Get Wiped Out
Decrypt — Bitcoin plunged nearly 5% as AI stocks sank, and forced liquidations erased a Wednesday rally that had been fueled partly by short covering.
Memory names getting smoked: Micron breaks the July low in 12% drop
investingLive — The AI buildout is slowing down
UK Officials Said AI Would Add £400 Billion to the Economy. That Figure Mainly Came From Google
WIRED — The AI minister now concedes the estimated figure is less than a third of that. Researchers blame the country’s slow rate of adoption
The Missing Thread In Product Development
Forbes — AI can move from accelerating product development to strengthening the decisions that determine its success.
AI’s control over the bond market is growing — even rivaling war and elections
Nasdaq Composite breaks the July low in 5.5% rout
investingLive — Ugly day in stock markets extends
US broader indices are getting hammered
investingLive — S&P index down -2.4%, NASDAQ composite down -3.9%, NASDAQ 100 down -4.5% as investors exit the market
Australians are yet to see the benefits of AI and datacentres – and US midterms show they could be political kryptonite
the Guardian — Albanese should tread carefully as he struggles to make case for how the new technology will benefit ordinary voters
AI Will Make Code Cheap, But It Won’t Shrink Most Engineering Teams
Forbes — As a leader in a technology company or role, you may be asking yourself: If agents are writing code, we'll need a fraction of the engineers, right?
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
The Hidden Costs Of AI: Why Human Skills Still Drive Business Results
Citrini warns AI infrastructure risk has turned to the downside
investingLive — UBS raised its AI capex forecasts to $1.4 trillion for 2027 after the US midterms, while Citrini Research says AI infrastructure spending growth has peaked…
SoftBank faces two hits as Arm slide meets US rotation out of AI, leaving Nikkei exposed
investingLive — SoftBank faces pressure in Tokyo after Arm fell about 5% and slid further after hours despite a Q2 beat, while a sharp US rotation out of AI and chip stocks…
The Productivity Mirage: Why AI Gains Aren't Reaching The P&L
Forbes — The gap between leaders and laggards is widening, and operating discipline, not access to technology, will decide it.
The Power of the Gatekeeper: AI Drug Ideation Gives Us a Traffic Jam, Not a Fast Lane
ahalflife.substack.com — Bruce Booth's new essay identifies the same issue from the VC perspective
ProPicks AI November Investor Letter: Are AI valuations attractive again? By Investing.com
Investing.com — ProPicks AI November Investor Letter: Are AI valuations attractive again?
Stock futures drop as Wall Street confronts the ‘blue tsunami’ threat to the AI boom
NBC News — Tuesday’s Democratic wave could bring “data-center restrictions, and higher taxes on corporations and top earners,” JPMorgan Chase analysts said.
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