Sure does look like @GavinSBaker is “suggesting that public companies are materially inflating their remaining performance obligations”. yet another way the Ai industry is trying to con retail investors, it would seem.
ECONOMY
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Outdated Power Grids Add Uncounted Costs to AI Data Center Growth
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Energy will be the biggest problem in AI/data centers. There's no doubt about that. And the outdated grid has to handle this overload. That's hundreds of billions that haven't even been factored in yet.
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SoftBank reportedly seeks Gulf funding for AI driven business acquisitions
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SoftBank reportedly seeks $100 billion from Gulf investors to acquire traditional businesses and transform them using AI and robotics. This follows its reported $65 billion OpenAI investment. Big ambition. But can AI deliver returns at this scale? And what happens to millions
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Commentary emphasizes demonstrated ROI for industrial AI projects
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When the question is whether AI confidence matches factory floor reality, the answer depends on the plant. World Economic Forum Lighthouse projects show what is possible, and they are grounded in demonstrated, justified ROI, not wishful thinking. #schneiderlectric_ai pic.twitter.com/gLAghkPSUk
— Lucian Fogoros (@fogoros) 11 octobre 2026When the question is whether AI confidence matches factory floor reality, the answer depends on the plant. World Economic Forum Lighthouse projects show what is possible, and they are grounded in demonstrated, justified ROI, not wishful thinking. #schneiderlectric_ai
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Commentary compares Cybercab experience and operating costs
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The Cybercab is a better experience. And is cheaper to operate.
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Commentary argues AI commoditizes highly paid professions
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This is the major taboo with AI. Accepting that, along with social status, AI commoditizes the highest-paid professions. [Traduit de FR vers EN]
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Commentary questions medical pay differentials under stronger AI performance
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The elites have not finished taking a beating like the great mathematicians When AI is far superior to the best doctors… … On what grounds does the oncologist earn ten times more than the nurse? I would like your opinions! [Traduit de FR vers EN]
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Commentary examines emerging evidence of AI’s impact on white collar jobs
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I think this is one of the most important graphs of the last few months, and perhaps years. For a long time, there was speculation about how AI would affect the labor market. Clearly, it was only a matter of time before AI reached the white-collar sector, but empirical evidence
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Commentary asks who should own the value produced by AI labor
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Read carefully. AI will replace a growing share of human labor. The question is no longer how to stop it, but who will receive what it produces. My book "The Master and the Apprentice" answers this question without any taboos, in my usual little style: the product [Traduit de FR vers EN]
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Commentary compares US and European approaches to AI regulation
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America and Europe are a great A/B test for AI regulation, and the verdict is that avoiding it wins by a million miles.