Free newsletter: In July, Apollo Economist Torsten Slok said that "AI better work out, or we have a problem." Facing ever-growing high-interest debt, negative-EBITDA AI labs and $200bn+ in warehoused GPUs, that's exactly what the AI industry has. www.wheresyoured.at/ai-had-bette...

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Sometimes — EXTREMELY rarely, but *sometimes* — I'm wrong about something. So, mea culpa: yup. There's at least ONE green star. www.scientificamerican.com/article/gree... 🧪 🔭

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great title for a talk. any chance it gets recorded? would love to catch it from abroad.

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Today's newsletter is about how the AI bubble is inflated on the basis of made-up numbers that don't tell us anything, but serve to distract from the the fact that we have no actual information about the industry's financials. www.wheresyoured.at/annualized-e...

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And with that we have our first dead AI startup

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