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The Who's Who of AI

What credible people across AI noticed, why it matters, and where the field is converging or disagreeing.

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Showing developments with attributable Markets & investment reactions.

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Markets & investment
1 live reaction map in this view Jump to the evidence ↓
Shared emphasis Major investors are skeptical anthropic ipo can achieve trillion valuation ca965d8b Markets & investment · 2 attributable reactions
Showing signals surfaced by Social Media Lab ×
Most important

The developments commanding sustained expert attention

One card per development. Sources are clustered; reaction bundles describe these posts, never the people behind them.

Established AI field signal Signal 8d ago

Ai provides zero payoff to outside tech apollo economist says

4 experts across 3 network communities independently surfaced this.

Why this matches Markets & investment reaction 1 attributable expert contribution · Paris Marx
““Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins.” Beyond the tech giants, other companies in the S&P500 haven’t seen a boost in profit margins or revenue…” evidence ↗
4 experts 3 communities 1 sources clustered
Paris Marx Marielza Social Media Lab Danya Glabau

““Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins.” Beyond the tech giants, other companies in the S&P500 haven’t seen a boost in profit margins or revenue…”

“Apollo Global Management Chief Economist Torsten Slok said artificial intelligence has delivered "zero financial payoff" to corporate America outside the technology sector. www.bloomberg.com/news/article...”

Primary source bloomberg.com ↗
Developing AI field signal Signal 1d ago

Wall street gets trillion ai reality check with historic rout of tech stocks 93985d7c

2 directory members surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Social Media Lab
“"Wall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stocks" www.wsj.com/finance/stoc...” evidence ↗
2 experts 2 communities 1 sources clustered
Alondra Nelson Social Media Lab

“"Wall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stocks" www.wsj.com/finance/stoc...”

Primary source wsj.com ↗
Developing AI business Signal 1d ago

Major investors are skeptical anthropic ipo can achieve trillion valuation ca965d8b

2 experts are actively discussing the implications.

Why this matches Markets & investment reaction 2 attributable expert contributions · Christopher Mims, Social Media Lab
“Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5 Trillion Valuation www.wsj.com/finance/majo...” evidence ↗
2 experts 2 communities 1 sources clustered
Christopher Mims Social Media Lab
2 experts discussed this · 3 posts
Christopher Mims: Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5 Trillion Valuation www.wsj.com/finance/majo...
Anthony Moser: Lol I've thought about doing a thread for amodei but it's somehow less funny that it's only the one look
Anthony Moser: I should adapt this for my altman framework
Open the full discussion →
Primary source wsj.com ↗
Established AI business Development 8d ago
⚡ 14 h early
Canada invests 1.6B in Cohere

Canada to invest up to $1.6B in Toronto-based AI company Cohere | CBC News

3 experts across 2 network communities independently surfaced this.

Why this matches Markets & investment reaction 1 attributable expert contribution · Social Media Lab
“Is "sovereign AI" a sound investment, or is it more like ethical or green investing where the politics are doing most of the work? www.siliconrepublic.com/start-ups/ca... Canada to invest up to $1.6B of tax payers dollars in Toronto-based AI company Cohere.…” evidence ↗
3 experts 2 communities 2 sources clustered
Social Media Lab Teresa Heffernan mathewiantorno.com

“Is "sovereign AI" a sound investment, or is it more like ethical or green investing where the politics are doing most of the work? www.siliconrepublic.com/start-ups/ca... Canada to invest up to $1.6B of tax payers dollars in Toronto-based AI company Cohere.…”

“Not unexpected with all the talk about sovereign AI. www.cbc.ca/news/busines...”

Primary source cbc.ca ↗ siliconrepublic.com ↗
Established AI field signal Signal 7d ago
⚡ 6 h early

The new bottleneck in americas ai build out shortage of cheap money 0c14c84d

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Social Media Lab
“"The New Bottleneck in America’s AI Build-Out: A Shortage of Cheap Money. Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase." www.wsj.com/finance/the-...” evidence ↗
1 expert 1 community 1 sources clustered
Social Media Lab

“"The New Bottleneck in America’s AI Build-Out: A Shortage of Cheap Money. Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase." www.wsj.com/finance/the-...”

Primary source wsj.com ↗
Established AI field signal Development 9d ago
Google stock falls AI mode ad revenue

Google Stock Sinks as AI Mode Pressures Search Ad Growth

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Social Media Lab
“Alphabet shares tumbled 13% today. Investor anxiety peaked after executives confirmed that a surge in "AI Mode" queries is actively weighing on core search advertising growth due to lower ad monetization rates. www.adweek.com/media/google...” evidence ↗
1 expert 1 community 1 sources clustered
Social Media Lab

“Alphabet shares tumbled 13% today. Investor anxiety peaked after executives confirmed that a surge in "AI Mode" queries is actively weighing on core search advertising growth due to lower ad monetization rates. www.adweek.com/media/google...”

Primary source adweek.com ↗
Established AI business Signal 17d ago

SpaceX's AI business is beating expectations | TechCrunch

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Social Media Lab
“"SpaceX’s data centers and Grok agents were more profitable than investors expected in third quarter of the year, as the company leaves its roots as a space company behind to focus on artificial intelligence, which now makes up 52% of its income." techcrunc…” evidence ↗
1 expert 1 community 1 sources clustered
Social Media Lab

“"SpaceX’s data centers and Grok agents were more profitable than investors expected in third quarter of the year, as the company leaves its roots as a space company behind to focus on artificial intelligence, which now makes up 52% of its income." techcrunc…”

Primary source techcrunch.com ↗