Economics

🔮 Sunday edition #531: Tech trees; AGI vs ROI; pricing content; metaphorical control++

An insider's guide to AI and exponential technologies

Jul 6 •

and

🔮 Sunday edition #529: Mainframe-to-Mac; routine cognition commoditized; Meta’s AI bet; the LLM OS frontier++

An insider's guide to AI and exponential technologies

Jun 22 •

and

💡 The $100 trillion productivity puzzle

Capabilities are up, costs are down, productivity is flat—mapping the capability-absorption gap and the moves to close it.

Jun 19 •

🔮 AI & growth: Tyler Cowen’s 20-year outlook

The case for measured optimism in an age of AI hype

May 30 •

and

54:59

📈 Data to start your week

AI coders; Waymo safety; Chinese solar; men out of work++

May 5 •

📈 Data to start your week

China’s leverage ↑ AI use ↑ Solar surge ↑ Wikipedia’s $$$ ↓

Apr 14 •

📈 Data to start your week

AI therapy ↑ Battery storage ↑ AI revenues ↑ The Trump effect ↑

Mar 31 •

🔮 How soon will AI work a full day?

May be longer than we think

Mar 20 •

🔮 ROI in the age of generative AI

AI revolution, meet the credibility revolution

Mar 19 •

🔮 The age of reason(ing models)

Learning, agents and the $ trillion opportunity

Mar 12 •

and

📈 Data to start your week

German elections ↑ Robots ↑ Stablecoins ↑ Plane accidents ↓

Feb 24 •

✨ Paul Krugman and Azeem on the world in 2025

Many reasons to be optimistic and few reasons to be concerned

Jan 31 •

and

1:01:26

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