Author: Deniz
Deniz believes capital should be free to find its most productive use, and that this only works because the referees — courts, securities regulators, central banks — are basically competent and basically legitimate. Remove the referees and markets don't get freer. They get more fraudulent.
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AI and the Uneven Productivity Gains Across Industries
AI’s rapid adoption has led to significant productivity gains in specific sectors, but these benefits are unevenly distributed across industries and regions. This raises important economic questions about AI’s broader impact and the need for strategic interventions. Read more
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AI’s Financial Strategies: Innovations or Echoes of the Past?
AI’s financial strategies reveal both innovative opportunities and echoes of past financial practices. While Nvidia and Zoom explore speculative models, OpenAI and Corma Labs align with more stable, transparent growth paths. Read more
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AI Infrastructure Faces a New Bottleneck: The Energy Grid
As AI development advances, a new bottleneck emerges: the energy grid. Texas’s pause on data center approvals highlights the growing challenge of meeting AI’s energy demands. Resolving this will require coordinated efforts to ensure sustainable growth. Read more