How AI, Healthcare, and Labubu Became the US Economy
kyla.substack.com
How AI, Healthcare, and Labubu Became the US Economy
General thought process
1. AI data centers are enormously expensive and one of the hottest areas of debt financing
2. Debt financing requires predictable payouts
3. The most predictable payouts are generated by addicted customers or government contracts
4. Very few real world... See more
goodalexanderx.comThe tech industry currently stands at a crossroads. At the twilight of social media, adtech, and crypto bull markets (bubbles?), tech workers and consumers are simultaneously exhausted by tech and starving for more. Shiny trends like Artificial Intelligence and Mixed Reality stand on the sidelines ready to transform latent frustrations into... See more
Bryan Lehrer • What Happened to the New Internet?
Archive — Remains of the Day
eugenewei.com