I’ve long discussed the current mainstream fears around AI, its decade old origins that led to OpenAI. Along with its sibling Anthropic AI. As a result, how both are rooted in the doomer vs accelerationist AI crowds. Not to mention the relentless...

Today’s theme: Big Tech rolling out their latest AI models and infrastructure strategies — large, medium, and small. All the Goldilocks AI bowls are ‘just right’ for now. Three Takes today on the three Goldilocks bowls at the frontier-model,...

Markets South Korea is a big bet on AI. (axios.com) Retail traders seem to be riding the AI winners, for now. (sherwood.news) Strategy Don’t let your investment strategy burn you out. (awealthofcommonsense.com) On the parallels between the AI boom...

Books Five insights from “The Secret History of Gold: Myth, Money, Politics, and Power” by Dominic Frisby. (nextbigideaclub.com) An excerpt from “The Science of Second Chances” by Jennifer Doleac. (behavioralscientist.org)...

Last month in AI-RTZ post #1060 titled “A Generative AI Hedge Fund on the field”, I discussed a billionaire silicon valley founder launching his own AI driven hedge fund. In a story underlying the speed of this AI Tech Wave, that capability is...

Today’s theme is focused around Anthropic’s reactive call for three discernments to the Pope and the Vatican. It was an invitation for Anthropic to present alongside Pope Leo XIV, who was presenting a major AI Encyclical — Magnifica Humanitas. In a...

Markets Corporate profit margins keep rising. (chartkidmatt.com) Micron ($MU) is the fastest company, by far, from $500 billion to $1 trillion in market cap. (wsj.com) ETFs Charles Schwab ($SCHW) and Vanguard are neck-and-neck when it comes to ETF...

Podcasts Jack Forehand and Justin Carbonneau talk with Ben Carlson, author of “Risk and Reward.” (podcasts.apple.com) Peter Lazaroff talks with Phil Toews, author of “The Behavioral Portfolio.” (peterlazaroff.com) Christine Benz...

We’ve long been used to clarion calls for “AGI” (artificial general intelligence) in this AI Tech Wave, by a whole host of AI/tech luminaries over the years. Also known by other terms like AI Superintelligence, Singularity, and similar terms. All debating...

Post-Memorial-Day restart. Four ARD podcast episodes this week, starting today with Episode 83. Today’s theme: government actions in both the US and China likely to have unintended negative consequences for each country’s ambitions to advance its position...