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we are seeing robust profits and growth in margins in the S&P even ex tech and some of this spillover from the hyperscaling but some may be due to productivity
by quaverquaver 2mo ago
we are seeing robust profits and growth in margins in the S&P even ex tech and some of this spillover from the hyperscaling but some may be due to productivity enhancement from AI.
- ThrustVectoring 2mo agoWorker pessimism over technological unemployment risk is enough to explain profit growth via wage suppression with no need to invoke productivity gains, and AIUI these sorts of indicators have been leading on AI capabilities and adoption.
- eru 2mo agoWe have a lot of competing frontier or near-frontier AI companies. So far a lot of the productivity improvements seem to be delivered as customer surplus.
- IsTom 2mo agoWell, M2 supply and enshittification aren't slowing down.