250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story
The increasing power demands of AI models are reshaping the energy landscape, with investments of over $1 trillion per year in the US alone, as...
889 Views
Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's D...
The US Government shutdown delays September jobs report, but markets climb with limited economic consequences, as investors focus on interest...
215 Views
Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Si...
Bureau of Labor Statistics slashed nearly 1 million jobs, cooling labor market and moderating inflation data will be focus at next week's FOMC...
279 Views
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...
3.6k Views
LLM Quant Revolution: From ChatGPT to Wall Street | The New Barbarians - AI Agent Deep Dive #003
Researchers are examining biases in models and using AI for financial analysis, emphasizing the need for human judgment in investing alongside...
324 Views