Whenever demand for risk is growing faster than the desire to hedge, however, things have often been left to spiral.

Bryce Elder

@underscored

riskmarket-dynamicsfinancial-stability

Here's the unspoken truth: Everything in Hollywood is driven by money—and if the audience wants Michael Jackson, despite all the scandals, the entertainment industry will deliver him on a silver platter.

Ted Gioia

@underscored

incentivesmarket-dynamicsentertainment

the inference that will matter most in the future, at least in terms of market size, will be "agentic inference", where humans aren't involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia).

Ben Thompson

@underscored

ai-infrastructuremarket-dynamicsgeopolitics