The huge gains for companies from AI don’t seem to … exist. McKinsey says: “Nearly eight in ten companies report using gen AI — yet just as many report no significant bottom-line impact.” [Mc…
Medium term is going to be bad. All this AI investment is creating a kind of private equity Keynesian stimulus package. The US economy would have contracted hard the last few months without it.
Once it pops, all of Trump’s worst economic policies are going to clamp down hard.
Medium term is going to be bad. All this AI investment is creating a kind of private equity Keynesian stimulus package. The US economy would have contracted hard the last few months without it.
Once it pops, all of Trump’s worst economic policies are going to clamp down hard.