Topic

Insurers spurn multibillion AI claims

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Insurers balked at multibillion-dollar claims tied to OpenAI and Anthropic, industry sources said, deepening investor and market concern about the financial risks of the AI boom.

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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...

Reposted by: Diane Coyle

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

Reposted by: Greg Linden

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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!
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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
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scottlgreer.bsky.social
A picture is worth a thousand words but here are some more words bsky.app/profile/just...
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. "
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...
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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.
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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...
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wagesofwins.bsky.social
The AI sports ads are teaching people how to find spurious correlations.

Not so much artificial intelligence as artificial silliness!
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jtlg.bsky.social
“Maybe another sector AI is disrupting is the ability to "rely" on overcaffeinated and drugged up twenty-somethings to kill themselves on consulting assignments to squeeze a few more dollars out of the bottom line.”
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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 16h

Reposted by: Magnus Johansson

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systerfrida.se
”AI isn't going to wake up, become superintelligent and turn you into paperclips – but rich people with AI investor psychosis are almost certainly going to make you much, much poorer.”

pluralistic.net/2025/09/27/e...
Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow
pluralistic.net

Reposted by: Greg Linden

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justinhendrix.bsky.social
"OpenAI has signed about $1tn in deals this year for computing power to run its artificial intelligence models, commitments that dwarf its revenue and raise questions about how it can fund them."
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
www.ft.com
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jtlg.bsky.social
If, hypothetically speaking, one thought that the AI boom were a bubble, what asset classes would be most insulated from it?

Reposted by: Scott L. Greer

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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. "
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...
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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