Insurers spurn multibillion AI claims

Reposted by: Greg Linden, Michael D. McDonald, Victor Galaz , and 3 more Greg Linden, Michael D. McDonald, Victor Galaz, Brian Keegan, Jason Lyall, Julia M. Wright

33%

Scholar power: 33.5%

Story's scientific field profile

Business 50%, Economics 30%, Computer science 20%

Name	Field match	H-index	Scholar power
🎓 Greg Linden	45%	23	21.6%
🎓 Michael D. McDonald	11%	22	5.2%
🎓 Victor Galaz	4%	43	2.6%
🎓 Brian Keegan	4%	28	2.1%
🎓 Jason Lyall	4%	16	1.6%
🎓 Julia M. Wright	1%	16	0.4%
Total			33.5%

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58.0%

14.5 h

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33.5%

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0.408

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Carl Quintanilla

@carlquintanilla.bsky.social

NVIDIA and OpenAi:

Concerns that their “increasingly complex and interconnected web of business transactions is artificially propping up the trillion-dollar AI boom.“

@bloomberg.com $NVDA 👀
www.bloomberg.com/news/feature...

120 620 1.8K

by Justin Wolfers

41%

Scholar power: 41.1%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Justin Wolfers	18%	58	41.1%

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22.0 h

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Justin Wolfers

@justinwolfers.bsky.social

I sat down for a nice long chat on the Nick Standlea Show
about the economics of AI: How it's changing our labor market, who it's going to help and hurt, how policy can help, and what each of us can do to stay relevant.

Posted to my (fledgling) youtube channel here:
www.youtube.com/watch?v=oful...

The AI Revolution Is an Ownership Problem, Not a Tech Problem — Economist Justin Wolfers

YouTube video by The Nick Standlea Show

www.youtube.com

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by Luca Ricci

44%

Scholar power: 44.7%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Luca Ricci	23%	42	44.7%

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57.0%

12.2 h

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44.7%

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0.063

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Luca Antonio Ricci

@lucaricci2010.bsky.social

substack.com/@marketsenti...

Market Sentiment (@marketsentiment)

Jeff Bezos called AI an “industrial bubble”: “Investors don’t usually give a team of six people a couple billion dollars with no product, and that’s happening today.”

substack.com

by Brian Jm Quinn

24%

Scholar power: 24.6%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Brian Jm Quinn	31%	7	24.6%

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62.0%

11.0 h

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24.6%

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0.053

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Brian JM Quinn

@bjmquinn.bsky.social

All these cross investments in the AI space… no antitrust review these days, I guess?

Also, now that they are all interconnected, imagine how quickly collapse of the AI bubble is going to spread.

Unusual Whales @unusualwhales.bsky.social · 12h

JUST IN: Nvidia, $NVDA, is an equity investor in Elon’s xAI, per Reuters

by Justin Wolfers

41%

Scholar power: 41.1%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Justin Wolfers	18%	58	41.1%

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50.0%

22.0 h

52

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0.052

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Reposted by: Greg Linden, Henry Farrell

28%

Scholar power: 28.5%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Greg Linden	45%	23	21.6%
🎓 Henry Farrell	12%	33	6.9%
Total			28.5%

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47.0%

23.1 h

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28.5%

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0.051

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Techmeme

@techmeme.com

JPMorgan Chase reports that $1.2T of debt is now tied to AI-related companies, making it the largest segment in the investment-grade market (Caleb Mutua/Bloomberg)

Main Link | Techmeme Permalink

29 71 170

Reposted by: Greg Linden

21%

Scholar power: 21.6%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Greg Linden	45%	23	21.6%

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50.0%

11.6 h

7

21.6%

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0.043

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Waldo Jaquith

@waldo.net

To the extent to which big consulting firms don't feel threatened by AI, it's because they understand that a big part of their job is merely decision-laundering. A big organization wants to do a thing, and they need somebody to blame in case that thing goes wrong? Time to bring on a big consultant!

3 7 31

by Scott L. Greer

19%

Scholar power: 19.4%

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🎓 Scott L. Greer	10%	42	19.4%

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65.0%

14.1 h

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19.4%

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0.034

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Scott L Greer

@scottlgreer.bsky.social

A picture is worth a thousand words but here are some more words bsky.app/profile/just...

Justin Hendrix @justinhendrix.bsky.social · 14h

Important article for anyone following AI and AI policy.

"In the process, [NVIDIA and OpenAI are] now seen as playing a key role in ratcheting up the risks of a possible AI bubble by inflating the market and binding the fates of numerous companies together. "

Carl Quintanilla @carlquintanilla.bsky.social · 14h

NVIDIA and OpenAi:

Concerns that their “increasingly complex and interconnected web of business transactions is artificially propping up the trillion-dollar AI boom.“

@bloomberg.com $NVDA 👀
www.bloomberg.com/news/feature...

by Paul Davies

32%

Scholar power: 32.3%

Story's scientific field profile

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Name	Field match	H-index	Scholar power
🎓 Paul Davies	34%	10	32.3%

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54.0%

15.5 h

0

32.3%

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0.031

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Paul J Davies

@pauljdavies.bsky.social

Maybe… maybe it’s just right under our noses.

on.ft.com/430W9ZO OpenAI’s computing deals top $1tn

OpenAI’s computing deals top $1tn

Partners including Nvidia, AMD and Oracle have signed up to Sam Altman’s huge bet on the future of artificial intelligence

on.ft.com

1 4

Reposted by: Joanna Bryson, Robb Willer

1%

Scholar power: 1.7%

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Name	Field match	H-index	Scholar power
🎓 Joanna Bryson	3%	32	1.7%
🎓 Robb Willer	-	54	-
Total			1.7%

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64.0%

14.2 h

18

1.7%

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Social Media Lab

@socialmedialab.ca

Wow, that looks seriously bubblicious. The velocity of AI $ is now in a league of its own.

Nvidia and OpenAI tangle web of deals are “increasingly complex and interconnected web of business transactions is artificially propping up the trillion-dollar AI boom.“ www.bloomberg.com/news/feature...

18 16

by Larry W. Hunter

39%

Scholar power: 39.8%

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🎓 Larry W. Hunter	26%	26	39.8%

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46.0%

13.3 h

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39.8%

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0.028

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Larry Hunter

@proflhunter.bsky.social

The entire AI boom is listed on the US stock exchange, so non-US assets (equities, real estate, bonds) are a good place to start.

Although there is now a risk that BLS statistics will be cooked, TIPS are another good alternative that might benefit from electricity prices going through the roof.

by Robert Brooks

55%

Scholar power: 55.8%

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🎓 Robert Brooks	31%	36	55.8%

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48.0%

23.7 h

0

55.8%

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0.026

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Substack

A Biblical Perspective on Economic Prediction

Why forecasts, fund managers, and faithful living rarely line up neatly Economic prediction sits at the heart of nearly every investment strategy. The idea is simple: if we can know what’s coming, we can get rich. The problem? It rarely works out that way.

Reposts 0 23h

Reposted by: Diane Coyle

9%

Scholar power: 9.4%

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Name	Field match	H-index	Scholar power
🎓 Diane Coyle	20%	22	9.4%

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59.0%

7.6 h

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9.4%

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0.024

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Techmeme

@techmeme.com

The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market (Bloomberg)

Main Link | Techmeme Permalink

1 3 25

by David J. Berri

27%

Scholar power: 27.0%

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Name	Field match	H-index	Scholar power
🎓 David J. Berri	17%	28	27.0%

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46.0%

12.1 h

1

27.0%

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0.02

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David Berri

@wagesofwins.bsky.social

The AI sports ads are teaching people how to find spurious correlations.

Not so much artificial intelligence as artificial silliness!

1

by Ian Bremmer

17%

Scholar power: 17.3%

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Name	Field match	H-index	Scholar power
🎓 Ian Bremmer	12%	23	17.3%

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46.0%

18.4 h

16

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0.016

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ian bremmer

@ianbremmer.com

musk's netflix uproar over shows hints at deeper ai concerns. if media affects kids, what about ai bots? china sees risks, the us doesn’t. it's time to discuss.

@gzeromedia.com

US-China AI race: Dueling strategies and potential risks | ask ian

YouTube video by GZERO Media

www.youtube.com

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by James Grimmelmann

16%

Scholar power: 16.1%

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🎓 James Grimmelmann	13%	17	16.1%

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52.0%

13.9 h

3

16.1%

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0.016

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James Grimmelmann

@jtlg.bsky.social

If, hypothetically speaking, one thought that the AI boom were a bubble, what asset classes would be most insulated from it?

5 3

Reposted by: Paul Langley

14%

Scholar power: 14.4%

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Name	Field match	H-index	Scholar power
🎓 Paul Langley	24%	36	14.4%

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48.0%

23.2 h

13

14.4%

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0.015

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Jamie Smyth

@jamiesmythft.bsky.social

Private equity is buying up energy utilities: but will this multibillion dollar bet on powering the AI boom pay off for investors and what will it do to residential power prices? Read @financialtimes.com on.ft.com/4pZWeXs

Private equity bets big on utilities

[FREE TO READ] Investors seek to profit from rising energy demand driven by AI data centres

on.ft.com

13 27

Reposted by: Scott L. Greer

6%

Scholar power: 6.5%

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Name	Field match	H-index	Scholar power
🎓 Scott L. Greer	10%	42	6.5%

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67.0%

14.3 h

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6.5%

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0.012

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Justin Hendrix

@justinhendrix.bsky.social

Important article for anyone following AI and AI policy.

"In the process, [NVIDIA and OpenAI are] now seen as playing a key role in ratcheting up the risks of a possible AI bubble by inflating the market and binding the fates of numerous companies together. "

Carl Quintanilla @carlquintanilla.bsky.social · 14h

NVIDIA and OpenAi:

Concerns that their “increasingly complex and interconnected web of business transactions is artificially propping up the trillion-dollar AI boom.“

@bloomberg.com $NVDA 👀
www.bloomberg.com/news/feature...

8 82 160

by Melissa Sweet

12%

Scholar power: 12.3%

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Name	Field match	H-index	Scholar power
🎓 Melissa Sweet	11%	14	12.3%

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54.0%

17.8 h

1

12.3%

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0.011

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Melissa Sweet

@melissasweetdr.bsky.social

"We are witnessing an acceleration of platform monopolisation and concentration of power, now fuelled by AI technologies, and this is deepening the crisis of journalism,"

www.abc.net.au/news/science...