Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. The TL20 group of stocks soared 12% this past week thanks to enormous gains from
ECONOMY
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General-Purpose Technology Adoption Requires Complementary Organizational Investment
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Here's my take (aka the good old productivity J-curve): “The biggest gains from a powerful general-purpose technology usually arrive only after firms invest in the complements: reorganizing workflows, retraining workers, redesigning processes and building the intangible capital
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GDP Growth Without Job Growth: Economic Paradox Explained
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Here's a terrific article today by @HarrietTorry about why GDP is growing but employment isn't.
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EU Strategic Unity: Voting Rights and Economic Leadership
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oh i fully agree – still we need to act as a large block imho the EU has the opportunity to be something more than a country – but it's needs to be enabled to do that (direct vote, no veto blockers, etc) we are #1 or #2 in all big topics – consumer spending, gdp, manufacturing
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School Fees Crisis: Comparing Childhood and Engineering Education Costs
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What has happened to the school fees these days. My kids 1 year school fees is equivalent to my engineering college 3 years fees.
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The AI Layoff Trap: Impact on Jobs and Workforce
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The AI Layoff Trap Brett Hemenway Falk, Gerry Tsoukalas : https://
arxiv.org/abs/2603.20617 #ArtificialIntelligence #AIAgents #Jobs -
The AI Layoff Trap: Employment Impact Analysis
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The AI Layoff Trap Brett Hemenway Falk, Gerry Tsoukalas : https://
arxiv.org/abs/2603.20617 #ArtificialIntelligence #AIAgents #Jobs -
Young Graduates Face Record Underemployment and AI Hiring Barriers
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Young graduates are navigating a shrinking entry-level job market, with underemployment hitting 42.5%, the highest since 2020. Many report dozens of applications, frequent ghosting, and unrealistic experience demands, while AI-driven hiring systems add another frustrating layer,
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AI Layoff Trap: Economic Collapse Risk and CEO Dilemma
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The "AI Layoff Trap" has been mathematically proven by UPenn & BU researchers. They warn that replacing workers with AI will trigger an economic collapse, and CEOs are stuck in a Prisoner’s Dilemma. 100K+ tech layoffs in 2025. 52,000 more in early 2026. IBM & Salesforce are
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Sam Altman Proposes 32-Hour Week and Robot Taxes for AI
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Sam Altman publishes a 13-page note on the advent of superintelligence. On the agenda: a 32-hour work week, with no loss of salary, and the same level of production thanks to AI. In parallel: robot taxation, capital gains taxes, and a sovereign wealth fund redistributed to citizens. [Translated from EN to English]
→ View original post on X — @alex_tsico, 2026-04-13 12:39 UTC