Tag: business models
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AI capex is so big that it’s affecting economic statistics, boosting the economy, and beginning to approach the railroad boom https://paulkedrosky.com/honey-ai-capex-ate-the-economy/ more ›
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Sometimes there are discrepancies between your real-world observations and the data. But this goes far beyond just being a discrepancy: the data is saying the complete opposite of what we… more ›
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Why degrees depreciate, pensioners prosper, and private equity needs retail money https://www.exponentialview.co/p/the-great-value-inversion?utm_source=substack&utm_medium=email more ›
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Due to UK disclosure requirements, it’s possible to examine the P&L of the privately owned/controlled OnlyFans. And the results are shocking. Though a private company, Fenix International (“OnlyFans”) is a… more ›
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A practical framework to test whether AI is building value – or inflating it. https://www.exponentialview.co/p/is-ai-a-bubble?utm_medium=email more ›
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South African wine is having its moment in the spotlight, with critics from Wine Spectator to Jancis Robinson praising the country’s “New Wave” producers for creating wines that rival anything… more ›
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The disruption is real. It’s also predictable. https://joincolossus.com/article/ai-will-not-make-you-rich/ more ›
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Podcasts like ‘Serial,’ ‘The Shrink Next Door,’ and ‘Over My Dead Body’ were once a booming industry. But times — and budgets — have changed. https://www.rollingstone.com/culture/culture-features/narrative-podcasts-gone-serial-over-my-dead-body-1235409945/ more ›
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AI capex is so big that it’s affecting economic statistics, boosting the economy, and beginning to approach the railroad boom https://paulkedrosky.com/honey-ai-capex-ate-the-economy/ more ›
