Arpit Gupta

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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

ft.com
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Unlike with previous China shocks, which were about material goods; this shock has the potential to export more Chinese “values” https://t.co/jZOT3amEjR

nytimes.com
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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

7. AI: A Normal Technology? arpitrage.substack.com
View on Bluesky · ♥ 0 ↻ 0 ↩ 0 · 43d ago

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