Here are recent rough notes from the site.
US productivity growth is on a flyer, back to levels last seen more than a decade ago. Could it be AI, as some are arguing? Almost certainly not—too soon.
My guesses:
- Outsized AI infrastructure investment skewing numbers
- Capital deepening, and
- Cyclical labor effects post-Covid
Rev share / rake by content platform, from Substack, to Spotify, to YouTube. I got thinking about this in scanning a BBC filing mentioning its unease with putting more content on YouTube, given that its poor revenue sharing.
https://www.bbc.co.uk/aboutthebbc/documents/bbc-response-to-government-charter-review-green-paper.pdf
I mentioned this in an AWS context earlier in the week, and it should come as no surprise given the ardor with which defence departments worldwide have embraced AI: data centers are now a geopolitically and militarily strategic asset.
Today in AI/tech lending related things that are almost certainly not true:
