Contents Pages by Subject

Robots and Artificial Intelligence

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https://www.linkedin.com, Ryan Lemand, PhD

This Bloomberg chart captures the AI capital cycle in a single elegant construction, taking the combined quarterly free cash flow of the five hyperscalers, Amazon, Alphabet, Meta, Microsoft, and Oracle, and subtracting the free cash flow of the two c

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https://www.activistpost.com, Micah Zimmerman

Brownstone Research's Ben Lilly argues that open-source AI is following Bitcoin's early regulatory battle and says decentralized AI projects could offer investors a "Bitcoin in 2014" opportunity as governments attempt to restrict open models.

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Need to Know

James Li proposed that China aims to kneecap OpenAI and Anthropic /Claude with its own open source [free] models, dramatically undercutting the price of American AI technology. Large American and Western corporations are adopting Chinese open-source

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https://www.zerohedge.com, by Tyler Durden

On Wednesday, Palantir CEO Alex Karp delivered a blistering critique of frontier AI labs, accusing them of having an "effing insane" business model that leaves enterprises paying escalating token costs for limited value while risking their proprietar

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https://www.zerohedge.com, by Tyler Durden

Up until now, when it comes to real estate, Blackstone was best known in recent years for dumping many of its trophy office properties - which in the aftermath of work from home never recovered their projected cash flow potential - at a huge discount

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https://www.zerohedge.com, by Tyler Durden

On Wednesday, Palantir CEO Alex Karp delivered a blistering critique of frontier AI labs, accusing them of having an "effing insane" business model that leaves enterprises paying escalating token costs for limited value while risking their proprietar

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https://www.zerohedge.com, by Tyler Durden

xAI Memphis, Elon Musk's supercomputing and data center complex in the Memphis metro area - better known as Colossus - appears to be testing a version of the "data center dividend" for residents in the surrounding community.

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