ELIZA BLEU AND THE PERPETUAL TRAUMA MACHINE—PART 2

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...

Like so many intellectuals, Hilary Putnam is a good philosopher but a poor judge of good economics. In this week’s Friday Philosophy, Dr. David Gordon dissects Putnam’s confusion between facts and values.

Who Exactly Is Going To Be Earning More With AI? By Michael Every of Rabobank May The Warsh Be With You After having written about AI for two days in a row, it wasn’t the intention to do so again today. However, developments on the ground are accelerating while those responsible for dealing with the fallout are failing to understand what the immediate implications are. Two short movies were just made with AI for pennies, in hours, both more entertaining than anything Hollywood has splurged onto our screens in some time. (The latest...