...generative AI is no longer the science project... It is the P&L...
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
Bombthrower
The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…
Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
...another expression of the jitters around AI, inventory, capex and increasingly competitive economics across the stack
The danger is not that AI fails to deliver... it is that America regulates away both the capacity required to remain at the…
...markets reconcile ambition with economic scarcity...
“The next test is no longer whether AI demand exists, but whether pricing, margins and cash flow can justify the capex bill. If…
