CoreWeave the Canary in the AI Credit Coal Mine?
“Deep Dive: Is the AI Buildout Creating a Private Credit Bubble?” by Chamath Palihapitiya:
https://research.socialcapital.com/p/private-credit
“CoreWeave the Canary in the AI Credit Coal Mine?” by Nat Wilson Turner:
https://www.nakedcapitalism.com/2026/10/coreweave-stock-price-credit-market-nvidia-ai.html
“How a Scrappy Cryptominer Transformed Into the Multibillion-Dollar Backbone of the AI Boom” by Paresh Dave:
Read more…Michael Hudson: The Coming AI Recession Will Be Worse Than 2008
“Michael Hudson: The Coming AI Recession Will Be Worse Than 2008” by Radhika Desai - Geopolitical Economist:
https://www.youtube.com/watch?v=qBR9duB35eQ
homepage of Radhika Desai
blog
https://substack.com/@radicaldesai
video of the talk @ youtube:
Read more…AI Investments Lack Returns – Whatever They Do Is Hard To Measure
“AI Investments Lack Returns – Whatever They Do Is Hard To Measure” by b:
“Will America Spend 9% of Its GDP on AI? The Industry Is Counting on It” by Greg Ip:
Read more…Asimovs 'I, Robot': Warum ein 75 Jahre altes Buch die KI-Krise erklärt
Drei Robotergesetze sollten alles regeln. Asimov zeigte schon 1950, warum das scheitert – und trifft damit den Kern heutiger KI-Debatten.
“Asimovs ‘I, Robot’: Warum ein 75 Jahre altes Buch die KI-Krise erklärt” by Raúl Rojas:
Read more…Keynote NDC Copenhagen 2026: After the AI Hype – What’s Real, and What’s Next - Richard Campbell
NDC { Copenhagen }:
{ } NDC Conferences:
“Keynote NDC Copenhagen 2026: After the AI Hype – What’s Real, and What’s Next - Richard Campbell” by :
Whoever wins AI wins
Warum Trumps Wettrennen in die Katastrophe führen kann
“Whoever wins AI wins” by Klaus Moegling, Axel Fersen:
“Trump downplays the need to check AI development and says he doesn’t want to cede edge to China” by Darlene Superville, Didi Tang:
Read more…Baut China T-800 Terminatoren?
“Baut China T-800 Terminatoren? Teil 1: Die Maschine, die gehorcht " by Jan Roy Edlund:
“Baut China T-800 Terminatoren? Teil 2: Es braucht nur den Preis” by Jan Roy Edlund:
Read more…