Sequoia partner David Cahn estimates the AI industry must earn $3 trillion to justify $1.5 trillion in infrastructure spending by 2026, while Apollo economist Torsten Slok warns that a slower payoff c…
Deutsche Bank economist Jim Reid said AI-driven productivity gains are years away and warned that if the technology fails to deliver, it could worsen unsustainable global debt levels. Reid noted that …
Apollo Global Management chief economist Torsten Slok warned that massive AI spending is not boosting profits for non-tech companies, creating a risk of a painful repricing of Big Tech valuations. Pro…
Apollo chief economist Torsten Slok warned that AI-driven profit gains in regulated industries like healthcare, banking, and pharma could take years longer than Wall Street expects, potentially leadin…
The Bank for International Settlements warned in its annual report that the $1 trillion AI investment boom risks ending in a bust reminiscent of historical bubbles like the dot-com crash, as hyperscal…
Wolters Kluwer, a Dutch software company, argues that AI will not eliminate jobs due to the lump of labor fallacy and Jevons Paradox, but it explains why entry-level hiring is struggling as AI automat…
Stanford economist Erik Brynjolfsson's updated data from a partnership with ADP Research shows that employment for workers ages 22 to 25 in AI-exposed occupations continues to decline, with a 3.8% ann…
Passive investing, primarily through index funds and ETFs, now accounts for around 30% of the U.S. stock market, up from 8% in the early 2000s, and researchers warn it inflates valuations by about 15%…
Apollo chief economist Torsten Slok argues that Gen Z graduates are wrongly blaming AI for their unemployment, citing that the unemployment gap for recent graduates emerged before ChatGPT's release an…
Alibaba.com reported that 71% of applicants to its CoCreate Pitch competition are solo founders, up from 40% last year, with 89% of them citing AI tools as essential for filling capability gaps in ind…
Apollo chief economist Torsten Slok warns that falling token prices are driving companies to spend even more on AI, citing Jevons paradox. Despite a 90% drop in token costs since 2023, aggregate AI sp…
CBS News reports that AI is reducing the cost and time required to start and run new businesses, citing entrepreneurs and economists. Census Bureau data shows new business formation in the U.S. has su…
The Silicon Data Token Expenditure Index has roughly doubled since late 2025 while the price per token fell about 90% since 2023, according to a June 12 presentation by Torsten Slok at Apollo Global M…
A new Boston Consulting Group report found that 42% of surveyed employees saved eight hours per week using AI, but 66% received little to no guidance on how to use that time, with half failing to appl…
Anthropic CEO Dario Amodei, who previously warned that AI could eliminate half of entry-level white-collar jobs within years, now argues that automation will transform and multiply work rather than de…