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Morgan Stanley, $MS, has unusually thorough disclosures & is one of the largest companies in the world. The reason AI is interesting to markets is not because of "AI stocks". Like the internet bubble, here is how AI could 2x MS profits over time
-50% comp
-75% pro services etc. https://t.co/GHdIuz53XS
The Wealth of Humans: Work, Power, and Status in the Tw…
goodreads.com
Blinder has conducted a number of surveys aimed at assessing the future impact of offshoring and has estimated that 30–40 million US jobs—positions employing roughly a quarter of the workforce—are potentially offshorable.
Martin Ford • Rise of the Robots: Technology and the Threat of a Jobless Future
AI Agent Analysis (Cont'd): Smart Engagement vs Market Cap (MC)
Illustrates similar analysis to Mindshare, with a few exceptions:
i) @Vader_AI_ leaps up the rankings (Backed by @monitizeAI , began on Virtuals protocol but has since spun off with independent tooling wit 3 new devs). Becoming... See more
The Coming Wave: Technology, Power, and the Twenty-first Century's Greatest Dilemma
Mustafa Suleyman • 1 highlight
amazon.com
The socioeconomic impact of accelerating robotics and automation, leading to job displacement and wealth transfer.
TRANSCRIPT
We is the operative word. This year, DHL ordered 1,000 robot truckloaders from Boston Dynamics. Through its $1 billion Industrial Innovation Fund, Amazon invested in RightBot, a startup that designs robot truckloaders.
As soon as a robot truckloader comes online, it'll connect with two other robot systems, Cardinal and Proteus, that sort packages
... See more