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“Any reasonable measure of the macro economy must in some way account for this or the AI boom may read to the data as an AI bust.”
@SemiAnalysis
AI output is invisible in macro data while costs are visible, so the AI-heavy index gets misread cheap.
XYZ100LONG@ $30,695.52
$28,103.21-8.45%
since call May 29
“This captured AI will only exist where companies have genuine market power, and can protect prices in the face of declining costs of production.”
@SemiAnalysis
Captured AI value accrues to firms with market power who hold price as costs collapse
MSFTLONG@ $423.17
$472.24+11.60%
since call May 29
peak +11.6%
“despite the dot com boom and bust the Magnificent 7 now have a market cap 1.8x that of Europe … the macroeconomic data is not yet equipped to capture the…”
@SemiAnalysis
Mag 7 already worth 1.8x Europe; AI value will compound the same way computers did
MAGSLONG@ $71.24
$66.57-6.56%
since call May 29
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