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03.10.26 - 17:45
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What Michael Milken Would See In AI Chip Financing (ZeroHedge)
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What Michael Milken Would See In AI Chip Financing
Authored by Patrick Feeley via Substack,
Very few people in the AI financing debate are reading the deals like a credit trader would. We have had a week of headlines about who is raising what. Amazon is moving $8 billion of chips off its balance sheet. Broadcom is lending $42 billion to its own customer. Nvidia is offering to backstop $125 billion of the debt people use to buy Nvidia. The coverage treats each number as a scoreboard. Hardly anyone asks the question that matters once the paper is sold, which is who is holding the risk and whether they know it.
There is one person who would have asked. He went to federal prison, and he was also right about a version of this problem forty years before almost anyone else.
Berkeley, 1965.
In 1965 Michael Milken was an undergraduate at Berkeley when he came across an NBER monograph by W. Braddock Hickman, Corporate Bond Quality and Investor Experience, published in 1958. Hickman had gone through deca...
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03.10.26 - 17:30
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California′s new laws target workers′ biggest fear of AI taking their jobs (The Guardian)
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The state, which is home to many AI companies, is one of the first to roll out workplace regulations targeting the technology California's laws aimed at protecting workers from the impacts of artificial intelligence could pave the way for broader workplace safeguards across the US as calls for regulating the technology mount. As the federal government goes hands-off on AI, California is taking the reins to address workers' biggest fears.On Thursday, California governor Gavin Newsom signed a suite of new laws that ban bosses from relying entirely on AI to decide whether to fire workers, using it to predict employees' emotional states or collecting neural data, meaning the information from electrical signals of someone's brain or nerves. They also require companies to notify workers if layoffs were caused by AI and prohibit AI surveillance in workplace bathrooms. Continue reading......
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03.10.26 - 17:01
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KI-Boom: Weniger Arbeitsplätze, mehr Sorgen? (Tim Schaefer)
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Betrachtet man die großen Technologieinvestoren im Bereich KI genauer, erkennt man ein kreisförmiges Investitionsmuster. Sie kaufen gegenseitig Anteile!…
Der Beitrag KI-Boom: Weniger Arbeitsplätze, mehr Sorgen? erschien zuerst auf Tim Schäfer Media....
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03.10.26 - 16:12
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Why Philosophers Are Worried About AI (Bloomberg)
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Debate over artificial intelligence has largely focused on whether machines could become too powerful. Harvard philosopher Michael Sandel argues that a more immediate question is whether AI changes humans themselves: weakening authentic connection, independent thought and the ways people understand meaning and purpose. Universities are already confronting that challenge as students increasingly use AI to learn and communicate, while Vanderbilt University Chairman Daniel Diermeier argues that technological fluency must be paired with the ability to think independently.
(Source: Bloomberg)...
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03.10.26 - 14:06
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Can AI Outrun America′s Deficit Problem? (Bloomberg)
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National Economic Council Director Kevin Hassett argues that the economic benefits of AI may be greater than current data show, comparing today's dynamics with the early internet era, when improvements in computing were difficult to capture in official statistics. At the same time, Hassett says reducing the federal workforce can generate budget savings, and he remains optimistic about economic growth in the face of a growing debt burden. He acknowledges that bringing the federal deficit to 3% of GDP will require more attention.
(Source: Bloomberg)...
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