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Let's pull all this into an undeniable conclusion: AI is based on massively subsidizing users' costs...
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

...markets reconcile ambition with economic scarcity...

European companies are failing to profit from the pivot to an AI-led economy...

OpenAi and Anthropic are about to go nuclear against each other, while China watches from the sidelines knowing it will soon…

The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…

AI is unpopular, inflation is unpopular... Unfortunately for markets, a policy response to either or both issues may result in…

AI is likewise becoming one big short correlation trade...