The Government of India has constituted the AI Governance and Economic Group (AIGEG) under the Ministry of Electronics and Information Technology (MeitY), as recommened by the IndiaAI Governance Guidelines and the Economic Survey. The AIGEG brings together scientific, economic,
ECONOMY
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AI Reshapes US Manufacturing Landscape and Economic Growth
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AI has brought US manufacturing back.
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Quantitative Portfolio Management: Statistical Arbitrage Guide
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Powerful book! “Quantitative Portfolio Management: The Art and Science of Statistical Arbitrage” Available at http://
amzn.to/3PCZiv7 -
Cathie Wood’s Investment Mistakes: Lessons from Past Misjudgments
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I can’t throw rocks at @CathieDWood for making a stupid investment move. I sold my Apple in 2003 when I took a job at Microsoft. I doubled my money, thought I was brilliant. It was the equivalent of something like $.25. Yup a quarter a share. Now $270 a share. I did buy back
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The AI Model That Frightens Wall Street
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The AI Model That Frightens Wall Street https://
youtu.be/riWmkvrhM9o?si
=YCs09sb7TaF2dE61
… via @YouTube #mythos #anthropic #AI #GenAI #LLM #LLMs #generativeai #Cybersécurité #cybersec @SpirosMargaris @PawlowskiMario @mvollmer1 @gvalan @ipfconline1 @LaurentAlaus @Shi4Tech @Fisher85M @kalydeoo @Ym78200 -
Unlimited Demand Doesn’t Guarantee Business Viability
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Unlimited demand for something doesn't necessarily mean it is viable as a business, much less as an economy-wide all-in bet.
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Token Production Economics: Matching Value to Infrastructure Costs
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There's no doubt that the world can consume tokens as fast as they're produced, even in the most maximalist infrastructure buildup scenarios imaginable. That's not the question. The question is whether the economic value of those tokens can match their total cost of production.
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Taiwan’s 7.22% Growth Forecast Driven by AI Boom
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https://t.co/guRackznea https://t.co/Fh8bsMKfjd
— 🖤 Christine (@christinelu) 19 avril 2026Taiwan is set to buck the global economic slowdown. Think tank CIER predicts a 7.22% growth rate for 2026, driven by a massive boom in AI demand and strong exports, with inflation expected to stay steady at 2% thanks to government energy subsidies.
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Trillion Dollar Investment Fails to Solve Common Sense Problem
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good to know that a trillion dollars’ investment scaling has thoroughly solved the challenges of common sense.
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Launch Video AI: Why Moatless Businesses Face Margin Pressure
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Lots of launch video companies popping up. Barring some exceptions for friends, important to understand why we don’t do them: this is a fundamentally moatless business. Competition will drive down margins and an undifferentiated business is risky. editor pricing will go up