Tag
#economics
2 posts
Why AI Doomerism and Rising Market Leverage Are Fueling a Tech Bubble
An analysis of how existential AI risk narratives and record-high stock market leverage are driving artificial valuations.
Training a 100B-Parameter Model for $1.25 an Hour: AI's New Economics
Reports of a 100-billion-parameter model trained at roughly $1.25 per hour point to a real step-change in training cost. Here is what is genuinely new, what is hype, and what it means for builders.