Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change
From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.
US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
AI Chips | AMD | Google TPUs
Google may be Amazon and Microsoft on cloud services, but far ahead on AI chips. New generation AMD AI processors are creating a buzz within the industry.
Silicon Chip VCs | Sandhill Road & Tech tourists
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Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
CBDCs | Political quantum entanglement & polarization
In this update we explain the notion of Quantum Entanglement through the lens of US political polarization and central bank digital currencies (CBDCs), instead of the traditional way of particle spins.
Market contras | Elon-Zuck betting odds
Market contra-indicators bulled up at the top of S&P 500 range
Argentina | Andreessen | AI | Modi | Climate
International investors’ interest in Argentina picks up as the economic outlook improves. The Econviews take from Buenos Aires. Marc Andreessen talks AI & technology Lex Fridman on AI & technology
US-China | Blinken/Bill Gates/Xi | Quantum resources
A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken’s meeting in China with President Xi?
US-China | Blinken/Bill Gates/Xi | Quantum resources
Technology is the new carrot and stick in US international diplomacy. The purpose of Bill Gates’ recent trip to China becomes clear