AI Goes Mainstream in the Baltics: Lithuania Leads, Latvia Close Behind
balticfocus.org — Artificial intelligence is rapidly becoming part of everyday life in Latvia, while Baltic businesses move from adoption to assessing its economic benefits.
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.
Watch AI's ‘Web of Debt’ Is an Underpriced Risk, UBS Asset Management's Sonja Laud Says
Stanford’s AI100 Report Examines The Cost Of AI Progress
Stanford's century-long AI study admits it's already out of date
The Register — Five-year review charts upheaval in work, science, and public life – with little consensus on who's in control
How AI Is Raising The Bar For SaaS Companies
www.forbes.com — SaaS companies must meet a higher bar that customers are setting for differentiation, outcomes and value.
"Everybody has access today. I think that's beta": PE investors say AI's edge is in data and judgment
www.calcalistech.com — Executives from Vista Equity Partners, Veritas Capital and Tikehau Capital said proprietary data, workflow context and human judgment, not model access, will separate the winners.
U.S. inflation data ahead; Huang scandal fallout - what’s moving markets By Investing.com
investing.com — U.S. inflation data ahead; Huang scandal fallout - what’s moving markets
AI Investment Risk Demands Vigilance by Retirement Plan Managers
news.bloomberglaw.com — The stock market’s reliance on a handful of major technology companies highlights the importance of the role of fiduciaries tasked with managing retirement plans and protecting participants against a potential downturn.
Watch Former Fed's Evans: AI Boom Adds to Inflation Risks
Softbank Group logs unexpected, $7 bln Q2 loss as AI rout hits portfolio By Investing.com
investing.com — Softbank Group logs unexpected, $7 bln Q2 loss as AI rout hits portfolio
Integration among ASEAN, China, Japan, South Korea boosted by AI boom
asia.nikkei.com — Head of AMRO bullish on outlook as private sector drives regional ties
BlackRock: an AI spending slowdown in 2027 would hurt markets but could also lower yields
investinglive.com — BlackRock says the AI story is entering a more nuanced phase, with focus shifting from the build-out to demand and adoption as competition for capital grows…
Morgan Stanley flags AI as a new risk for the Australian dollar after Democratic sweep
investinglive.com — Morgan Stanley says the Democratic midterm sweep creates a new AI risk for the Australian dollar, which trades with sentiment toward AI stocks. It favours the…
Deconstructing the AI Trade: AI Builders, AI Supplies and AI Products!
aswathdamodaran.substack.com — Common and Competing Interests!
Corporate Leaders Discuss Latin America's Economic and Technological Future
time.com — Three industry leaders in the region talked about the topic during a panel at a TIME Impact Dinner on Friday.
Goolsbee Says AI Data Center Boom Is 'Old-Fashioned Demand Overheating'
www.tftc.io — Chicago Fed President Austan Goolsbee completed a three-month escalation of his AI inflation warning today. The Fed's blunt rate tool will hit households and miners before it touches hyperscalers.
AI promises abundance.
Maryland AI Tracker Focuses on National Job Gains and Displacement Risks
www.pymnts.com — Maryland’s comptroller has launched a public AI Economic Impact Tracker that brings together evidence of expanding demand for artificial intelligence (AI)
Elon Musk predicts future where anyone can 'wish for a castle' and AI will build them one
www.businessinsider.com — Elon Musk says superintelligence will allow everyone to have "universal extremely high income," amazing healthcare, and a castle if they want one.
Buying the Entire Stock Market Is Really Just a Narrow Bet on Tech Dominance
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