If you haven’t seen, a long analysis of this:
AGI and the EMH: markets are not expecting aligned or unaligned AI in the next 30 years
TLDR: bet on real rates rising
Against using stock prices to forecast AI timelines
Some cautionary points ¯\_(ツ)_/¯
If you haven’t seen, a long analysis of this:
AGI and the EMH: markets are not expecting aligned or unaligned AI in the next 30 years
TLDR: bet on real rates rising
Against using stock prices to forecast AI timelines
Some cautionary points ¯\_(ツ)_/¯