The Power of AI in Finance: Unlock Artificial Intelligence and Transform Finance with Machine Learning, Algorithmic Trading, Risk Management, and Ethical Consideration (Digital Finance) Get it here: https://
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ECONOMY
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AI Finance Guide Covers Trading Risk Management and Ethics
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Financial Trading Guide Covers AI and Automated Investment Strategies
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Mastering Financial Trading: A Deep Dive into AI, Investment, Robot Trading, and Arbitrage Strategies Start the journey here: https://
link.amazon/B08I3KCzM -
Commentary Links Superintelligent Abundance With Long Term Saving Decisions
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Saving money for the distant future is pointless with the advent of super intelligent abundance
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Commentary Sees Human Intellectual Content as Luxury in AI Economy
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The ultimate luxury in the AI economy is human-generated intellectual content.
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Anthropic Analysis Questions Demand Growth Against Future Compute Commitments
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“.the core question is whether demand keeps outgrowing committed cost.” Anthropic’s slower Q3 combined with its massive future commitments suggests it won’t. In which case it all falls apart.
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Commentary Compares OpenAI Infrastructure Risks With Historical Overbuilding
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WorldCom also massively overbuilt fiber. When it went bad they resorted to fraud. Could happen with OpenAI.
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Commentary Argues Users Will Capture Most Value Created by AI
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AI will create enormous value, almost all of which will be captured by its users.
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Anthropic Valuation Analysis Examines Growth and Concentrated Voting Control
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Dean of Valuation Professor Aswath Damodaran just published a long post valuing Anthropic at $1.475T. He says Anthropic’s voting setup, where 7 co-founders hold 50.1% of votes through a single share, “would put Kim Jong Un to shame.” > Anthropic is growing fast but slowing:
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Non GAAP Accounting Could Distort Profitability During AI Investment Boom
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“With non-GAAP earnings metrics lacking a common standard and recurring costs routinely excluded from calculations, investors risk being presented with a DISTORTED picture of profitability just as the AI frenzy spread across public markets. The 'AI boom' may be far less
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Commentary Questions Anthropic IPO Cost Assumptions and Compute Obligations
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Free newsletter: Anthropic’s S-1 uses an anomalous quarter to con investors into becoming its exit liquidity, and explicitly states that its costs will grow aggressively as margins decline. Its $430bn in non-cancellable contracts are yet to start hitting.