Eisman sees Anthropic's growth slowing against $800 billion of commitments
Steve Eisman reads Anthropic's S1 and a week of weak tech earnings as evidence the AI token-maxing boom is fading while commitments, debt costs and power constraints mount.
Latest thinking.
The article catalogue could not load.
Nvidia's Jensen Huang tells Kazakhstan to export intelligence, not energy
Nvidia CEO Jensen Huang tells Kazakhstan's AI minister that data and energy are national resources to convert into sovereign intelligence, while answering harder questions on jobs and learning with ambition.
AI returns the average answer; human judgment decides who gets ahead
Harvard Business School's Karim Lakhani argues that as AI absorbs expertise, value shifts to human taste, skepticism and ambition, while a widening usage gap splits organizations.
Bill Ackman says permanent capital is his edge in short-term markets
Pershing Square's Bill Ackman, questioned by Norway's sovereign wealth fund CEO Nicolai Tangen, argues that permanent capital is an edge as AI and indexation shorten everyone else's horizons.
Ken Ricci gave children wealth early, then bought back his company
Flexjet's Ken Ricci tells David Senra that trust beats control in family wealth and business, even as he credits timing and luck for his fractional-jet fortune.
Dileep George's $1 billion bet: LLMs are dirigibles, not airplanes
Dileep George, who left DeepMind to lead Astera's brain-inspired AI effort, argues scaling language models works without the principles of intelligence, leaving perhaps a dozen discoveries to make.
Cuban: AI cannot fix healthcare, but contract audits could shift power
Mark Cuban argues vertically integrated insurers profit from opaque contracts AI cannot repair after signing, yet says employers using AI before signing could break their leverage.