How large is hidden leverage in AI hyperscalers? They have $1.5t in committed lease commitments, of which $1t don't show up in their financial statements Then there is another $1t in purchase commitments for chips etc https://t.co/Lwzr1pt9NQ https://t.co/ErumnmTRO7
Who's Who of AI
Arpit Gupta
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ft.com
nytimes.com
7. AI: A Normal Technology? arpitrage.substack.com
Articles & links
Unlike with previous China shocks, which were about material goods; this shock has the potential to export more Chinese “values” https://t.co/jZOT3amEjR
Week 7: AI in the Workforce • Is AI a "Normal" Technology? • How does production need to change to incorporate AI? • What does history say about the nature of disrupted professions and leisure time? https://t.co/0r19IdJtlv https://t.co/oUDnBjMDgR
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