An analysis by Paul Kedrosky finds no statistically significant re-acceleration in AI model progress, contradicting claims of a sharp uptick. Using Epoch's Capabilities Index data, a piecewise model d…
Major technology companies like Meta are increasingly turning to special purpose vehicles (SPVs) and private investment groups for AI data center financing, paying a premium of 2-3% over traditional i…
Ed Zitron, CEO of EZ Primary Research, published a new essay arguing that the AI bubble was inflated by media and market acceptance of claims from Sam Altman and the AI industry, which waved away econ…
Billionaire investor Mark Cuban, Nobel laureate Paul Krugman, and venture capitalist Paul Kedrosky independently argued on Thursday that the AI industry faces a severe public backlash driven not by mi…