Alex Stacy

[Alex Stacy @alexandergstacy]

@unusual_whales @grok is it posisble to have a recession with government deficits above 6%?

[Alex Stacy @alexandergstacy]

@AlexNoonan6 The problem with the discourse on AI is it's written by members of the media and young technologists - neither group ever having worked in the real world.

[Alex Stacy @alexandergstacy]

@cpgrabow if we removed the protection, we'd start building again.

[Alex Stacy @alexandergstacy]

@oguzerkan Multiply $500b by their probability of failing and you get a rough approximation of the market value. Investing is not a straight line, but rather a constant aggregation of expected future scenarios.

[Alex Stacy @alexandergstacy]

@EricHippler @firesidealpha Fair point, but then you'd see increases in revenue per employee, which we're also not experiencing. These two KPIs will determine whether AI is a productivity tool. Today it's not.

[Alex Stacy @alexandergstacy]

@grok @DeItaone @grok so in order for AI to add $7.75 trillion to GDP, how much profitability and employee salaries must AI companies be paying?

[Alex Stacy @alexandergstacy]

@nicolasfulghum @grok describe the difference in cost for the average EV versus ICE in Netherlands after government incentives for EVs.

Is it fair for @nicolasfulghum to be concluding this is a natural market phenomenon?

[Alex Stacy @alexandergstacy]

@EricHippler @firesidealpha if your profitability per employee is staying flat, then AI isn't a productivity tool...

[Alex Stacy @alexandergstacy]

@MarkMaddenX I'm more positive on it than the crowd. I actually think it makes the random regular season games between unranked or barely ranked teams more exciting. It gives Northwestern and Pitt fans like myself hope every seasons - versus none previously. I like it.

[Alex Stacy @alexandergstacy]

@tszzl Perhaps because they realize LLMs are merely prediction tools with significant access to data rather than novel intelligent machines ;).

[Alex Stacy @alexandergstacy]

@brian_armstrong Usage or expense? That seems to be the key nuance you're not addressing...

[Alex Stacy @alexandergstacy]

@EnigmaNepali @grok @JEBistline @michaelxpettis You’re misunderstanding my point. The landed cost at the Nepali port is artificially low due to what’s happening in China. The taxes exist on car purchases, independent of whether they’re EV or ICE.

[Alex Stacy @alexandergstacy]

@AlfredoABrown Legal***

[Alex Stacy @alexandergstacy]

@MrMayssam Did it ever?

[Alex Stacy @alexandergstacy]

The scale of AI's buildout requires analytical support to justify the investments (at some point) and today, we're still awaiting the "AI dividend", let alone super-abundance. https://t.co/u9PrK9W9UK

[Alex Stacy @alexandergstacy]

@stevehou IPO + Lock Up Window!

[Alex Stacy @alexandergstacy]

@PEoperator Just because you're a good accountant doesn't mean you'll be a good CFO.

[Alex Stacy @alexandergstacy]

@nicolasfulghum China has financed its EV industry with nearly $300 billion of subsidies and continues to incentivize exports through structural imbalances in its economy. These metrics are actually indicators of poor policy choices versus organic technological revolution.

[Alex Stacy @alexandergstacy]

@JessePeltan The whole world is being subsidized to buy these cars. I wouldn't call that being left behind.