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19 September
17 September
15 September
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Their words
The jury is still out on that one: So far there is little evidence for either the massive job losses or the soaring productivity growth industry leaders threatened/promised, but it’s still early days.
12 September
5 September
4 September
3 September
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Their words
The people being worried is in and of itself a problem for jobs.
28 August
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Their words
But I think there have been enough studies now isolating those variables that show that AI is directly responsible for a lot of this job loss.
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korrents.com
The United States is not at risk of a financial crisis caused by the size of its government debt.Their words
So my baseline assumption is that people will continue complaining about the trillions of dollars we have in debt but it won’t lead to a financial crisis.
My Most Contrarian Opinion Right Nowawealthofcommonsense.com
13 August
30 July
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Their words
And the nice thing about that is that information is really clear to the model, unlike the training data the model was trained on where it's all kind of like trillions of tokens stirred together into a soup of of hundreds of billions or trillions of parameters, but it's all less clear than the actual context uh that the model sees directly for this particular problem or uses use case.
29 July
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Their words
So, it's hard to tell how much of like the loss of the past few years was AI versus the end of like zero interest rate policy and like the post-COVID crash. And I think it's more the latter, but like again, LLMs are still getting better.
15 July
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Their words
Privately held businesses in the United States are collectively worth trillions of dollars, and demographically speaking, they have an aging set of owners who are seeking liquidity or diversification as they explore how to pass on what they've built.
13 March
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Their words
Um in general the semiconductor supply chain has not right it's lived through the booms and bust and uh we can talk a bit more about it but basically no one you know some players as of very recently have like woken up but in general no one really sees demand for 200 gawatts a year of AI chips or you know trillions of dollars of spend a year in the semiconductor supply chain.
13 February
From one piece Dario Amodei — “We are near the end of the exponential” 2 beliefs, in the piece's order there
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Their words
I think the trillions of dollars a year market, maybe all of the national security implications and the safety implications that I wrote about in adolescence of technology can happen without it, but I I I also think we, and I imagine others, are working on it. And I think there's a good chance that that, you know, that we get there within the next year or two.
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Their words
does that mean the robotics industry will also be generating trillions of dollars of revenue? My answer there is yes, but there will be the same extremely fast but not infinitely fast diffusion. So, will robotics be be revolutionized? Yeah, maybe tack on another year or two.
12 February
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Their words
We show that equilibrium generically occurs at neither the Harberger nor Glaeser-Luttmer benchmark. Cost-minimizing suppliers drive allocations to vertices, not interiors. Corners are not an assumption but an outcome about what cost-minimizing suppliers choose. The correct benchmark is corners, not random, and corners generate qualitatively different welfare properties: losses far larger than either efficient or random distributions, and discontinuous jumps from small parameter perturbations.
10 February
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korrents.com
Manufacturing and mining in space will never be lucrative enough to pay for human settlement of space.Their words, before
Furthermore, I believe it’s very unlikely that space-based manufacturing or mining could be lucrative enough to fund the venture.
Their words now
Today, exploding demand for power-intensive AI applications provides enough of an upside to justify producing components in space, providing the economic engine necessary to justify and fund the trillions of dollars necessary to build and sustain space factories.
6 February
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korrents.com
AI datacenter growth makes performance engineering critical for saving the planet, not just cutting costs.Their words
The staggering and fast-growing cost of AI datacenters is a call for performance engineering like no other in history; it's not just about saving costs - it's about saving the planet.
25 December 2025
9 December 2025
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Their words
There can be no way to participate fully in the potential benefits from the new technology without being exposed to the losses that will arise if the enthusiasm and thus investors’ behavior prove to have been excessive.
3 December 2025
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Their words
If you are an investor who considers any highly priced company to be overvalued, I hope that this post leads you to reconsider.
25 October 2025
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korrents.com
Businesses raise prices only when their accounts force them to, not when they can see the cost coming.Their words
Business only raise prices when accounting losses force them to do so.
6 July 2025
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Their words
Bitcoin is not going to catch on as a charity. In order for spending it to catch on persistently at scale (i.e. not just billions of dollar-equivalents in annual global medium-of-exchange volume, but trillions), it has to solve problems for spenders and/or recipients that other solutions are not doing.
10 April 2025
20 July 2024
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