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What Odd Lots Says About Artificial Intelligence
51 episodes about artificial intelligence
<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...
Key Insights on Artificial Intelligence
AI democratization hinges on whether five big companies control systems or if new architectures enable broader access and competition
- Ken Griffin reversed from AI skeptic to believer, reporting 15-25% productivity boosts at Citadel using AI for high-skilled finance work previously requiring weeks
- Microsoft AI CEO predicts 18 months for all white-collar work automation, while Anthropic's CEO forecasts 10% overall and 50% entry-level unemployment
- College graduates are booing AI mentions at commencement speeches, reflecting anxiety about job displacement from technology whose architects promise career destruction
- Meta laid off 8,000 employees (10% of staff) while installing screen tracking software allegedly for AI training, creating 'new lows' in company morale
- The AI doom cycle progresses through skepticism, AI psychosis, doom desperation, real-world recalibration, and finally enlightened anxiety
- Economist Alex Emos's What Will Be Scarce explores how human-centric 'relational sectors' may grow as AI automates other work categories
- SpaceX's IPO debut soared 20%, making Elon Musk a trillionaire and signaling massive investor appetite for AI-related companies
Episodes
How Substack Creators Are Covering This Strange Markets Era
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Carmen Li's Plan to Build a Futures Market for Compute
Anjney Midha's Plan to Radically Lower the Price of Compute
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
Mariana Mazzucato Thinks We Need More Moonshots
BlackRock's Rob Goldstein on the Next Megatrends in Finance
Understanding the Most Viral Chart in Artificial Intelligence
Google's Liz Reid on Who Will Own Search in a World of AI
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Brad Jacobs on His Big Bet on Building Insulation
Alex Imas on Why Economists Might Be Getting AI Wrong
Planet Money Turned Everyday Annoyances Into an Economics Book
Brad Setser on the War in Iran and the Future of the US Dollar
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit
Ziad Daoud Explains How War with Iran Will Reshape the Gulf
The Big Macro Force That's Been Driving Stocks Higher for Years
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets
Search Engine Presents: Are you a good driver?
Gina Raimondo on How European Industry Is Getting Crushed
Scott Bok Explains What Investment Bankers Actually Do All Day
This Is How to Tell if Writing Was Made by AI
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI
Anthropic, the Pentagon, and the Future of Autonomous Weapons
Books on artificial intelligence
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