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“For years, I’ve been warning about the deflationary impact of technology and productivity, but artificial intelligence is making those worries both more…”
@Navigating Uncertainty
AI replaces white-collar labor en masse, a deflationary force across the economy
USBONDLONGIDEA · NOT YET PRICED
“These model updates also demonstrated a powerful ability to create software, which spooked financial markets and sent many software stocks plunging .”
@Navigating Uncertainty
AI now writes complex software, gutting SaaS moats and sending software stocks lower
IGVSHORT@ $82.24
$93.15-13.26%
since call Feb 16
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