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Articole: 11

  1. How Should AI Be Regulated?

    (Streetwise Professor)

    AI hysteria has predictably led to calls to regulate!

  2. Is Elon Musk Too Embedded in US National Security?

    (Streetwise Professor)

    Elon Musk enterprises are deeply embedded in the US national security establishment, most notably via SpaceX’s space ventures, but now via its xAI subsidiary and its Grok AI.

  3. No, AI Will Not Solve the Knowledge Problem and Usher in a Centrally Planned Utopia

    (Streetwise Professor)

    Back when AI began to emerge as the Next Big Thing, I asked myself “how long until some idiot comes along and says AI will permit efficient, rational central planning because it solves the Knowledge Problem.”

  4. Jason Arday’s Enablers and Encouragers Cast the First Stone

    (Streetwise Professor)

    I had two immediate reactions to the news of Jason Arday’s apparent suicide.

  5. A Story as Old as Time: Leverage Comes at You Fast

    (Streetwise Professor)

    It’s a story as old as time.

  6. Much Ado About Perps

    (Streetwise Professor)

    Perpetual futures are all the rage these days.

  7. Category Errors In the Analysis of the Economics of AI

    (Streetwise Professor)

    Much of the hysteria and euphoria about AI is implicitly based on the idea that AI will be free, or alternatively, that the marginal cost of AI will be close to zero.

  8. The Answer to the Data Center Wars is “Get the Prices Right.” Which is a Reason to be Pessimistic About the Outcome

    (Streetwise Professor)

    Like the fracking wars, but only much bigger: the current war on data centers.

  9. These Are Not My Great Grandfather’s Socialists: They Are A Vicious, America-Hating Lumpen Bourgeoisie

    (Streetwise Professor)

    I have a confession.

  10. Forward Curve Fractured Fairy Tales, Including the Legend of Saint John Maynard.

    (Streetwise Professor)

    FT Alphaville ran a long piece on oil prices, and the forward curve specifically.

  11. From Punch Cards to Tokens: Some Thoughts on AI Pricing

    (Streetwise Professor)

    Palantir made a long post on X regarding “sovereignty” from AI: Our thoughts on the importance of AI sovereignty. 1.