13 months is a long leash. The people switching after that long aren't rage quitting, they've genuinely hit their limit.
ECONOMY
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Labor Shifts History: Workers Face Displacement Amid Technological Change
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Every major labor shift in history got a poetic name after the fact. The people in the middle of it just got laid off.
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Indian Fund Managers’ USD De-dollarization Narrative Challenged
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In the last 2 years, top Fund Managers from India relentlessly talked about: Falling USD, de-dollarization, FIIs returning to India. Whatnot! Every podcast, every news channel. Same BS. Every time, someone like me: spoke about the fact– that QQQ (adjusted for INR)
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Managing AI News Overload: A Practical Solution
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Are you drowning in AI-related news? Don’t want to miss out, yet can’t keep up with the deluge? I was. I share how I fixed it in today’s The Economic Times.
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OpenAI Squanders Lead, Missing Projections in Trouble
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OpenAI, which squandered its tremendous lead and is now missing its projections, is in trouble. There’s no two ways about it.
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OpenAI’s exponential growth projections miss mark
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When you project exponential growth – and miss. I stand by my call that OpenAI is likely to someday be seen as the WeWork of AI.
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Job Postings Stagnation: Chart Analysis and Recovery Outlook
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Are those lines in your chart labeled correctly? They appear to show the level of job postings low and pretty flat (blue) and the rate of change (red) close to zero, just slightly positive at the end — not on a path to recover within 2 years.
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AI’s Economic Impact: A Mindful Optimist’s Perspective
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I did this interview with @allypengelly where we discussed some of the backstory on my lifelong quest to understand how AI is transforming the economy and why I'm a "mindful optimist".
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U.S. Data Centers to Consume 12% of Electricity by 2028
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By 2028, U.S. data centers could gobble up 12% of the country’s electricity — driven by the AI boom, per Lawrence Berkeley Lab.
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Altman Brockman promises versus Elon’s character assessment debate
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The question of whether Altman and Brockman did what they promised ≠ the question of whether Elon is a good person. Musk argued that Altman and Brockman broke promises and abused the notion of a nonprofit. All that can be true, *regardless of what you think of Elon*.