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CoreWeave shares fell 20% in three trading sessions as credit markets priced in a more than 60% probability of default within five years. The stock rebounded 5.9% on Thursday, but strong AI demand remains weighed against rising financing costs and heavy reliance on debt. I'd
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Fascinating paper from Google DeepMind. They studied a market where AI agents bid to answer each user prompt. Each agent bids its expected reward minus its inference cost. A first-price auction is simple to run, but bidders shade their bids, so a prompt can go to an agent that
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Is AI becoming the global economy's biggest growth engine and its next major risk? The #IMF highlights how massive investments in AI are supporting economic growth, but warns that a loss of investor confidence could slow the momentum. AI is attracting billions in investment.
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The next economic revolution is not simply AI doing work. It is AI agents creating entirely new markets. A fascinating paper from the NBER volume The Economics of Transformative AI: “The Coasean Singularity? Demand, Supply, and Market Design with AI Agents” By Peyman Shahidi,
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the first $100m is only part of the story for ai startups. @wearelegora and @sierraplatform doubled to $200m in about six months. @harvey reached $400m, @lovable reports $600m and @cursor_ai has been reported above $4b in arr / annualized revenue. the clocks and revenue
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Four US hyperscalers’ 2026 total capex guidance: ~$733B, not AI-only or already spent. CoreWeave: 1.5 GW active at Q2-end, 4.2 GW contracted Aug 11. Local consent and permits remain the risk.
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someone just made $210,000 in 6 days with GPT Sol finding a full-chain exploit and using $40.000 worth of tokens.
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Well autonomous cars are a lot cheaper to run than uber. But I disagree. As long as all things are equal. Being in an autonomous vehicle is far far preferred over one with a human
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Generative AI: a yet-to-be-profitable industry facing price wars, increased competition, increased liability and safety concerns, and declining customer confidence, while often failing to deliver demonstrable value.
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🚨 It remains “very difficult [to find] actual, materially measurable financial impacts” from spending on AI, per new Wharton study, reported by @LauraBratton5 @theinformation
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