🇾đŸ‡ȘđŸŒ©ïžđŸ€” Ekonomidags avsnitt 74 UTE NU! Tema AI: - Uberchaufförer ska trĂ€na AI - tecken eller jĂ€rtecken? - Nvidia investerar i Nokia - vad Ă€r "AI-RAN"? - Datacenter i rymden och "batteripass" i EU. Vad Ă€r det egentligen som pĂ„gĂ„r? #ai #nvidia #nokia #sverige
OpenAI lost ~$13 billion in the last quarter, but plans to spend $1400 billion more on "compute". When Sam Altman is asked about this by one of his investors, he becomes defensive and starts attacking short sellers (who aren't even present, and can't be). Is it because things are going so well that OpenAI are seeking guarantees from the US government to more easily finance its enormous projects? And Nvidia seems onboard with this kind of begging (presumably for geopolitical reasons), given the recent statement by NVIDIA CEO Jensen Huang. According to Michael Cembalest at JPMorgan, AI has been responsible for 90% of the growth in S&P 500 capex since ChatGPT was launched. What happens to the US economy if the AI wave starts to falter? The Mag-7 companies comprise almost 40% of the S&P500. The credit risk in Oracle (5y CDS) is already at its highest in a couple of years. Also: isn't it strange that Meta is making AI investments off its balance sheet? I remember how banks and financial institutions thought they were oh-so-clever with SPVs and other off balance sheet shenanigans before the great recession in 2008. However, accounting tricks can only be taken so far. The risk is still there. Apparently Palantir trades with a forward PE ratio of ~240. As always, fun times in the fiat world!
🇾đŸ‡ȘđŸŒ©ïžđŸ€” Ekonomidags avsnitt 73 UTE NU! - AnstĂ€llda hos Clas Ohlson fĂ„r sĂ€nkta löner, medan VD:n badar i bonusar - Tokeniseringen av "allting" har börjat, enligt munter BlackRock-VD - Vad Ă€r tokenisering? Och varför Ă€r Larry Fink sĂ„ glad? #liberalism #blackrock #tokenisering #nft #sverige #tokenization
🇾đŸ‡ȘđŸŠđŸ‡ŠđŸ‡· Ekonomidags avsnitt 72 UTE NU! Återbesök av Sveriges kanske frĂ€mste ArgentinakĂ€nnare: - Vad hĂ€nder i Argentina? - Var Ă€r guldet? - Vaknar nĂ„gra lejon? - Och hĂ€nger det senaste rĂ€ddningspaketet ihop med skifferoljan i Vaca Muerta? Lyssna dĂ€r du brukar! #sverige #podcasts #argentina
Serious IT problems have once again affected large parts of the internet (Snapchat, WhatsApp, Signal, etc.). Last year it was due to CrowdStrike, this week it was due to Amazon outages. "Wherever something is wrong, something is too big", Leopold Kohr wrote in 1978 - an idea worth revisiting. View Article →
Kalmar Bitcoin After Work #16. LetÂŽs celebrate and connect with fellow enthusiasts, experts, and curious minds in discussing the latest advancements in Bitcoin and other freedom-tech! When? Today Where? At Loccos Kalmar - Beer, Tapas and Cocktails! image
New short piece out - about the risks of miscategorizing the brain. Ilya Sutskever, co-founder and former chief scientist at OpenAI, said recently that the human brain is nothing but a biological computer. He was completely certain of this. But is that really the case?
🇾đŸ‡ȘđŸŒ©đŸŒŠïž Ekonomidags avsnitt 71 UTE NU! - Att finansiera försvaret utanför budgeten - Ă€r inte det oerhört mĂ€rkligt? - Pensionskostnader i Frankrike galopperar - Ă€r allt boomer-generationens fel? - LyssnarfrĂ„gor, bland annat kring vĂ„r finansiering #sverige #podcasts #frankrike #klimatkris #köttberget
“Hi, we heard that you signed a petition against digital ID.” image