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01.03.26 - 14:36
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Big Take: Lloyd Blankfein on AI, Private Credit, and Politics (Bloomberg)
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Goldman Sachs's former CEO Lloyd Blankfein sits down with David Gura, host of The Big Take Podcast and Bloomberg This Weekend, to talk about the risks of private credit, what he learned running the bank during the global financial crisis, and how he thinks companies – and executives – should and shouldn't engage with politics. Subscribe to the Big Take podcast on Apple Podcasts, Spotify or iHeart. (Source: Bloomberg)...
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01.03.26 - 14:36
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AI Boom And European Bond Markets: A Deep Dive (ZeroHedge)
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AI Boom And European Bond Markets: A Deep Dive
Submitted by Thomas Kolbe
The “credit pump” could rightfully claim its place as a symbolic flag of the European Union. With virtually unlimited access to the bond market, politics magically transforms an inexhaustible credit stream into political maneuvers and ideological wizardry. Through this manipulation of money, processes and institutions are transplanted into the real world that, under normal circumstances, could never have surpassed the fantasies and limits of political ideology.
Wind turbines in forests, fully electric cargo bikes in an industrial nation that destroys its own engines of prosperity in favor of an artificial green subsidy economy, plunging itself into trillions of euros in new debt – a historically unprecedented degrowth spectacle, which has not erupted into open revolt only because hundreds of thousands losing their jobs are somehow absorbed into the public sector or cushioned, if not sedated, by the largesse of the G...
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01.03.26 - 14:06
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China′s Honor debuts robot phone and humanoid companion in push into AI hardware (SCMP)
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Chinese smartphone maker Honor has unveiled a “robot phone” and its first humanoid assistant ahead of MWC Barcelona, alongside its latest foldable handset, in an aggressive bet on artificial intelligence-powered hardware to stand out in the fierce Android competition.
Honor's AI Robot Phone, which featured a motorised, three-axis gimbal arm, could track motion and interact with users through camera movement, the company said in a preview of the handset on Sunday in Barcelona.
The camera arm and......
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01.03.26 - 10:06
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MWC 2026: Chinese smartphone makers bet on pivot to AI to weather memory chip crunch (SCMP)
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Chinese smartphone makers are set to introduce their latest handsets at MWC Barcelona, as the mobile industry navigates an ongoing memory crunch and a pivot to artificial intelligence.
Some Android phone makers are also expected to showcase experimental robots and other AI devices at the annual trade show formerly known as Mobile World Congress, which will run from March 2 to 5.
Honor, an independent brand formerly under Huawei Technologies, will unveil more details about its highly anticipated......
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01.03.26 - 09:36
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As AI agents advance, Hong Kong should shape the rules now (SCMP)
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In January, Hong Kong's financial regulator warned the public about an unlicensed “AI-based quantum high-frequency trading” scheme. While this was a case of old-school fraud dressed in new-tech clothing, it highlighted a deeper truth: where sophisticated technology meets finance, the potential for both innovation and harm grows exponentially.
The real challenge is not these crude scams, but the legitimate, powerful AI agents now arriving in the marketplace. When this digital delegate makes a......
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01.03.26 - 08:24
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Investment in AI-resistant ′Halo′ companies helps push UK and EU markets to record highs (The Guardian)
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Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman SachsInvestors have a new mantra as they prepare for AI to shake up the global economy – the Halo trade.Interest in Halo – short for “heavy assets, low obsolescence” - has risen as investors seek out companies with tangible, productive assets, which might be insulated from AI disruption, such as energy and transport infrastructure companies. Continue reading......
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01.03.26 - 03:21
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If You′re Freaking Out About A Future Jobless AI Dystopia... (ZeroHedge)
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If You're Freaking Out About A Future Jobless AI Dystopia...
Amid an armada of dystopian futurists, projecting linear thoughts into a future of 'AI uber alles', Marc Andreessen stands as a beacon of potential utopian light, seeing a future that looks very different and very positive for young and old alike.
In a brief few minutes, the co-founder of Netscape and VC firm Andreessen Horowitz (a16z) believes instead that we are living through a unique (and most incredible) time in history with the rise of AI coming right as human civilization needs it...
"we're going to have AI and robots precisely when we actually need them [with populations shrinking] to keep the economy from actually shrinking."
Simply put, Andreessen says that fears of AI-driven mass job loss are overly simplistic.
After decades of unusually slow technological change and low job churn, AI could restore historical productivity levels (exemplified by the period from 1870-1930), sparking opportunity, innovation, and...
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