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korrents.com
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.Their words
Margins will not climb to 100%. As inference gets cheaper, buyers will ask more of their agents, shifting the equilibrium over time in response to competition.
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Aswath Damodaran x.com
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices.
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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17 September
12 September
10 September
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korrents.com
The simplest explanation for rising long-term interest rates is a surge in demand for funds from the AI boom.Their words
The simplest story consistent with the facts is that we’re seeing a surge in demand for funds as a result of the AI boom.
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korrents.com
People should climb the abstraction ladder and give their jobs to AI agents that want them.Their words
Keep finding ways to climb that abstraction ladder! Your agent wants your job! Give it!
20 August
13 August
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Their words
that charge long leveled at sun and wind-that they provide "intermittent power"-is probably truer now of other energy sources
16 June
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Their words
And so Machiavelli is suddenly useful not to people who sympathize with him but to people who see him as an enemy.
28 May
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Their words
The globalization of generative AI models and tools has caused a kind of leveling, as any aspiring creator anywhere can work in the same visual idioms.
28 November 2025
24 June 2025
13 June 2025
24 December 2023
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Lovedrcmnd.app
A Personal OdysseyTheir words
A Personal Odyssey by Thomas Sowell My review here . Insights into the mindset required to climb out of poverty and remake one’s fortunes. A countervailing perspective from the above Orwell work.
28 October 2020
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Likedaffiliate linkrcmnd.app
BossypantsTheir words
Not only is Tina Fey a very funny writer, it's fascinating to have the opportunity to climb inside the head of a successful female leader. Reading the internal drama within Tina's head as she thought about whether she wanted a second child while considering how it would affect the 100+ employees that worked for her on 30 Rock was priceless. As a manager, it gives me an understanding and level of empathy I wouldn't have had otherwise.
17 November 2018
4 January 2017
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