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Goldman Sachs: Global Macro Outlook
"Steady Baseline, Downside Risks"
"Steady Baseline, Downside Risks"
This seems a reasonable take
"Increasingly, the rest of the world will have to choose between the red China tech team and the blue US team. Huang will no longer be there to help bridge the divide." ft.com/content/42bfcb… via @ft
"Increasingly, the rest of the world will have to choose between the red China tech team and the blue US team. Huang will no longer be there to help bridge the divide." ft.com/content/42bfcb… via @ft
www.ft.com Jensen jeopardy will disrupt the AI industry The Nvidia boss’s departure could deepen the technological rift between Washington and Beijing Great thread, but here's the spoiler:
"WFH looks like a meaningful factor in young grads' weaker recent job prospects, even as it helps disabled & older workers. To be clear, this doesn't rule out AI entirely: the 2 are hard to disentangle & AI's effects may emerge over time."
"WFH looks like a meaningful factor in young grads' weaker recent job prospects, even as it helps disabled & older workers. To be clear, this doesn't rule out AI entirely: the 2 are hard to disentangle & AI's effects may emerge over time."
New from @Stripe Economics: employment of young college grads is weaker than normal. Much of the debate is around AI's impact. But evidence is growing that work-from-home is a major factor, which we find in public data & our own Stripe data. 🧵 stripeeconomics.com/p/ai-work-from… /1View quoted post on X
Amazing conclusion here;
"Higher-income parents are using AI more than lower-income parents and encouraging their teens to use it more, too. This disparate AI use potentially places at risk the academic performance of teens in higher-income families."
"Higher-income parents are using AI more than lower-income parents and encouraging their teens to use it more, too. This disparate AI use potentially places at risk the academic performance of teens in higher-income families."
