Economics

Mohamed El-Erian: Why the Worst of Inflation Is Behind Us, and When the AI Overbuild Arrives | CNBC

El-Erian argues the inflation fight is essentially won, explains why messy geopolitical news and calm markets are an unstable combination rather than a…

Jul 20 • The Scuttlebutt

The Enduring Cycle of Automation

Lesson 6. Taking a step back to reflect on the regularly occurring technological advancements.

Feb 4 • The Scuttlebutt

From Chips to Power Grids. The Hidden Bottlenecks Behind the AI Gold Rush

Lesson 2. Analysis of the AI investment surge, supply chain and infrastructure bottlenecks, and evolving funding models.

Jan 31 • The Scuttlebutt

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