Review: The AI Con
The AI Con: How to Fight Big Tech’s Hype and Create the Future We Want By Emily Bender and Alex Hanna HarperCollins ISBN: 978-0-06-341856-1 Enormous sums of
Just How Bad Would an AI Bubble Be?
theatlantic.comThe entire U.S. economy is being propped up by the promise of productivity gains that seem very far from materializing.
AI CapEx Now Hinges on Deus ex machina
We are making great strides on AI adoption, but new investment is largely AGI focused. This is surprising, since luminaries have been walking back their timelines. And future science may be at risk.
The Gaslit Asset Class
James Grant invited me to address the annual conference of Grant's Interest Rate Observer . This was an intimidating prospect, the previous...
Are We In an A.I. Bubble? I Suspect So.
But if we are, what should we do about it?