Tag: finance
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A Thought Exercise in AI Overlords
I’m not sure you could call the following “analysis” per se, but it’s an idea that’s been rolling around in my head for a while. Some background: Monetary policy is often times described with the following axiom: Expansionary monetary policy is like pushing on a string, while restrictive policy is like pulling on a string.…
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Markets Potpourri
A smattering of thoughts: layoffs, AI bubble, Trump policy, crypto, Fed repo actions, fraud. Structural changes to US economy -> labor for infrastructure Verizon is the latest in a swath of tech companies laying off corporate staff, announcing it’s cutting up to 20% of it’s workforce. In recent weeks, Target Corp. announced plans to eliminate 1,800 roles,…
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Room to run: AI and Markets
The advances in Artificial Intelligence (AI) are expected to significantly impact workforce and education, despite cultural adaptation lagging behind. Major companies are heavily investing in AI models, presenting immense opportunities for growth. Additionally, the financial landscape is shifting due to high interest rates, influencing equity market dynamics and pushing for more private credit.
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Quick Years: Semiconductors
Mundo and Misha worked together in the early years to push out new innovations in technology. They would leak these discoveries in open source forums providing equal access to information, given a prerequisite level of sophistication. The first such breakthrough occurred within semiconductor manufacturing, where the simulated research parameters indicated a 40% decrease in training…
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Yahoo and Google: Democratic Responsibilities of Corporations
Overview: China is renowned for keeping its citizens in the dark. They censor their television shows and ads. Now time travel, homosexuality, and luxurious lifestyle programs are banned from Chinese television (Time.com). They sensor Internet chat rooms to deter the conversations from issues like politics “towards [issues] such as which celebrities make the best role models.”…
fungible thoughts 