Today’s free newsletter is about how LLMs are the perfect grift to exploit an economy dominated by do-nothing managers and executives disconnected from any real work, and how the facade is crumbling as companies pay the true cost of AI.
https://t.co/X7qmNMFjYm
Free newsletter: NVIDIA Isn't Enron, so what is it? My 15k word guide to the market messiah- how it makes money, how its future relies on endless debt, how millions of GPUs are sitting waiting to be installed, and why buying AI GPUs no longer makes sense.
https://t.co/RoRQbdQFaA
@Dan_Brisbois@Acyn GOP has the ability to abolish the filibuster with 50 votes and enact their “mandate”. Why won’t they? The abolished it time and again for other aims
Dismal expectations for the economy in the NY Fed's survey of regional manufacturers.
Basically every line -- new orders, employment etc. -- is going down, with the exception of prices (received, and paid) which are going up.