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Aswath Damodaran
x.com
The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching up to 8.97%.
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18 September
Author and clean-energy analyst who writes on solar cost curves.
Excellent essay. It's plain that there are risks of damage from AI. Every technology ever invented has caused some harms, and this is a powerful one that will cause some harms along with the many benefits it will bring. That's distinct from fears of the end of the world. Quoting @clairlemon The belief that AI would eventually herald the end of humanity is not a new one. It has not arisen in response to the release of the LLMs of ChatGPT and Claude. It has not emerged as a response to recent technological developments. The story starts in the 90s, with @allTheYud. A precocious youngste… Related
17 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
15 September
Psychologist and writer. Author of the memoir Troubled: A Memoir of Foster Care, Family, and Social Class, and of a newsletter on human nature, psychology, social class and what he calls luxury beliefs.
"Turning pro changes how people perceive us. Those who are still fleeing from their own fears will now try to sabotage us...We will have to choose between the life we want for our future and the life we have left behind." Related
14 September
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
13 September
Clinical psychologist, EMDR consultant and yoga teacher in Boulder, Colorado. Author of The Complex PTSD Workbook and EMDR Therapy and Somatic Psychology; writes on trauma, attachment and the nervous system.
As a friend called with protective wishes, I looked outside to see an owl in our tree, peacefully unbothered by a brave resident squirrel. Sitting below them, my fears dissolved. What do you make of animal encounters? Does animal medicine come to help us through tough moments? Related
10 September
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Walter Russell Mead (@wrmead) on why Xi Jinping fears a US counter-blockade, and how China might try to still take Taiwan: "Xi Jinping is committed to trying to get Taiwan. The Chinese need a very high probability of success to commit themselves past a certain point, because failure would be catastrophic for whoever launched it. I think they're trying to get themselves into a position where they could have a soft blockade. They could give the orders that any ship that wants to go to Taiwan first has to stop at a Chinese port and go through a customs clearing process to assert sovereignty. The… Quoting @patrick_oshag My conversation with Walter Russell Mead (@wrmead). Walter has spent decades studying how America came to dominate the world and whether it can keep doing it in an era of AI, robotics and what he calls personal politics. He's a columnist at the Wall Street Journal and the author of Special Providen… China Related
Computer science professor who works on fast data processing; co-author of the simdjson parser and a weekly blogger about software performance since 2004.
I approve this message. I have already lashed out at AI doomers, and I will keep doing so. I am not going to take your totalitarian culture. I am not taking your degrowth ideology. We are moving forward. We are building. Will there be risks? Sure. But you know what? Your risk of death grows exponentially as you age. You will die sooner than you think. There is no risk-free future, for any of us. We might face a madman with nukes or whatever else. Let us build. Let us have power AIs and spaceships. Let us reject abstract fears and shallow spiritual emergencies. Quoting @Dan_Jeffries1 Not only I am tired of these wild AI speculations of impeding doom from self important people: I resent them. I actively resent people proposing to crash the economy or proposing authoritarian control over my life and other people's lives with idiotic and dangerous ideas like chip control or bans o… Related
3 September
Writer and teacher on productivity and personal knowledge management. Author of Building a Second Brain and founder of Forte Labs, which runs the course of the same name.
Joe Hudson has been my coach since 2018. He also coaches the people actually building AI, at OpenAI and Google So I brought him the fears you sent me and watched him work backwards from each one to the person behind it In this new video, we go through them one at a time OpenAI Google Related
1 September
Genomics researcher and writer on science, biotech and the culture of research.
5 August
Programmer; makes Handmade Hero and teaches Performance-Aware Programming, and argues loudly about how software got slow.
2 June
Non-fiction writer, podcaster and occasional TV host. Author of thirteen books including The Ghost Map, Where Good Ideas Come From and Extra Life, host of the PBS series How We Got To Now, and author of the Adjacent Possible newsletter on innovation.
1 May
Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.
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