Announcement, slides At The Economist's Impact 2nd AI Compute Summit, I talked about building smarter AI systems with smaller models. I explored in depth why AI spending keeps growing even though…

Links: https://www.youtube.com/watch?v=J0sGXd38wEE https://antimoonboy.com/podcast/dir2cast/amn71.mp3 https://odysee.com/@anti_moonboy:7/amn71:3…

Geopolitical Economy Report Donald Trump said his visit to China was a success, but he failed to pressure Beijing to make any significant concessions. Ben Norton fact-checks the claims of the White…

W HAT'S IN A NAME? What do you call an economic system that's neither a free-market economy with a small state and light-handed regulation, nor a state-owned economy run by bureaucratic,…

What is the structural cost of the IndiaAI Mission? MeitY's ₹4,563 crore allocation creates a ₹25,437 crore deficit for 100,000 GPUs. Analysis reveals how data egress fees legally lock MSMEs into…

An objective, deeply researched analysis of how the U.S.-Iran conflict and Strait of Hormuz disruptions are forcing India to rapidly allocate capital into biogas, nuclear, and clean energy…

Hybrid-casual puzzle winners show why difficulty timing, event pressure, and purchase routing now need to be tuned as one revenue system. The post Your Difficulty Curve Is a Revenue Strategy appeared…

This is the chart that I’ve been thinking about today. The US government has been able to borrow on the cheap for most of it’s existence, with the exception of 70s and 80s when…

Didja see the query from blog dog Nick the other day? He echoes what a lot of people feel who are facing renewals this year – and there are more than a million of them. “Thanks for the blog, it’s…

Markets Some signs of concern for the stock market. (traderfeed.blogspot.com) Is AI masking other problems for the stock market? (bonddad.blogspot.com) The VIX as measure of risk regimes.…

President Trump’s much-heralded visit to Beijing appears to have gone less than swimmingly. One reason seems to be that China believes the United States is in decline. It shows no hurry to…

A friend shared an interesting idea from David Bach’s “IRA Flat Tax” proposal, and it got me to thinking. Here is the white paper if you haven't read it: IRA Flat Tax White Paper - David Bach.pdf -…

On May 17, 2026, marine retailer West Marine filed for Chapter 11 bankruptcy in the United States Bankruptcy Court for the District of Delaware. The company issued a statement noting how their 200…

Balance paid and earned currencies to reward players, prevent inflation, and offer fair progression with resource sinks, events, and data-driven tuning. The post How to Balance Premium and Free…

AI productivity gains are real. Whether a firm captures them is decided by the operating model around the tool. A note on what comes before procurement.

Plus! Diff Jobs; Prediction Markets; Exotics; Binning; Unpopular AI; The Rebalancing Trade

Today, we're talking prediction markets, higher education, and data center job creation. The post The data center buildout won’t save employment in the AI era appeared first on Cautious…

According to Harvard Law School, Eric Ries tells Lenny Rachitsky, only 20% of venture-backed founders are still CEO three years after going public. Every founder gets told by their lawyers, bankers,…

Bitcoin Depot has filed for Chapter 11 bankruptcy. The company operates a fleet of kiosks at retail locations that allow customers to purchase bitcoin with cash. Bitcoin Depot announced in a press…

Angus Taylor’s budget reply speech may appeal to One Nation supporters, but it doesn’t provide credible answers to the nation’s problems.

Although I am yet to write any Deep Dive on any neocloud, I still like to pay close attention to what they are saying during their earnings calls. Both CoreWeave and Nebius had some interesting…

Same as Ever proports to give you an overview of timeless observations about humanity. It makes the point that you can't really predict the future, but the motivations that drive human beings aren't…

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

An attacker stole $11.6 million in various crypto assets from the Verus–Ethereum bridge, which allows users to use tokens from the Verus network on the Ethereum chain and vice versa. The attacker…

The productivity revival nobody is building for. There is an old joke among economists. You can see the computer age everywhere but in the productivity statistics. Robert Solow wrote those words in…

    The transcript from this week’s, MiB: Shelia Bair, former FDIC Chair, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts,…

Early this year I wrote about macroeconomic pressures freezing the console and PC gaming markets in place. It’s only gotten more challenging in the months since. Thanks to tariffs and an AI boom that…

How is the U.S. labor market doing in 2026?

Or Leveraged Buyout (LBO) as the White Mafia calls it

Cloud exposes runtime cost. AI lowers code-production cost. That changes the unit economics of programming languages.

Jesús Fernández-Villaverde on Marginal Revolution for those not on twitter where he put it originally Previous

The main reason I can't convince anyone in real life to FIRE is the desire for more. The moment you hit a $1 million net worth, you start dreaming of $5 million. Get to $5 million and suddenly $10…

On today's Talk Your Book we speak with Mark Marex from Nasdaq about the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI's impact on the stock market and more.…

6 Ways TRIGGR Makes You a Faster and Smarter Trader Speed and clarity are the two things every active trader needs. TRIGGR gives you both. Here are six ways TRIGGR changes the way you trade. 1. 🟢…

The S&P 500 (Index: SPX ) continued rising during the trading week ending on Friday, 15 May 2026, clocking several new record high closes during the week that was. The index however retreated from…

If you’ve been following technology news recently, you’ve probably noticed a sudden increase in references to a 19th-century economics theory called the ​Jevons Paradox​, which ... Read more The post…

Now that we are expecting our first child, it appears to me like everyone around us is also having babies. This is almost certainly some kind of frequency bias at work, because I know that the…

When the line between regulator and regulated blurs, the public loses. You’ve probably heard the term “regulatory capture” thrown around in policy arguments. Sounds dramatic—like some agency got…

You hear “regulatory capture” tossed around in policy debates, sometimes with a shrug. It sounds like a Washington disease—complicated, inevitable, not worth your time. But it’s none of that. It’s a…

For nine years surveys have produced a remarkably similar finding: a small minority of organisations capture real financial value from AI; the great majority spend, signal, and pilot. The first piece…

This article explores do layoffs for AI actually help a business in the long run. We analyze 1000s of transcripts and stock filings to look at the data - the answer is depressing.

            The pace of bank failures in the United States picked up in the 1980s and one of the largest of these came in 1984, when Continental…

The second of this series was published this morning, and is on fiscal rules, a topic that has been discussed on this blog for a Read the full article...

BEAR IN MIND I AM NOT A FINANCIAL ADVISOR For the past three decades, investors have lived through an extraordinary illusion: the belief that globalisation makes the world safer. It doesn’t. It just…

This week on The Geek in Review, we talk with Alex Su and Andy Chagui of Latitude about the shifting economics of law firm talent, the rise of flexible legal staffing, and the pressure AI is placing…

This topic had me pondering the first time I explored how in the world Paul McCartney became a billionaire. Seems like there is a familiar underlying in all of this. ... Right off the bat, most…

In these times of soaring energy prices, the profits of companies in the sector are causing controversy. This is particularly true for […] The post Profit? Superprofit? TotalEnergies and the…

In 1969, Donald Fisher opened a small store on Ocean Avenue in San Francisco that sold Levi’s denim alongside a curated rack of records. He called it The Gap, named for the generation he…

Above: the DAB module inside my little cheap radio AM deathwatch: 1110 WBT (news talk) in Charlotte, the only class A clear-channel station in North Carolina, is closing down, and selling the ground…

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