latentframe

5 ms·

31.
by latentframe 4mo ago
Since it's the obvious objection : the inversion to recession relationship is an observed regularity and not a mechanism. The lead times have varied a lot : the 2006 inversion preceeded the Great Recession by about 17 months while the
32.
Watch the US Treasury yield curve invert before each recession(eco3min.fr)
4 points by latentframe 4mo ago|1 comments
33.
Federal regulators order grid operators speed power2energy-hungry AI datacenters(apnews.com)
3 points by latentframe 4mo ago|0 comments
34.
by latentframe 4mo ago
This is the good example of positive externalities => some of the most valuable things in society like the friendships, communities or informal support networks create realbenefits that are important but hard to monetize
35.
The Beauty of Batteries(worksinprogress.co)
2 points by latentframe 4mo ago|0 comments
36.
by latentframe 4mo ago
One of the most interesting thing about commodity bottlenecks is that they often accelerate substitution ; scarcity can end up by making a material being less important
37.
by latentframe 4mo ago
Prevention is hard to sustain because the success is invisible : nobody notice the defects delays or crises that never happened
38.
Germany's €100B bid to make the trains run on time(ft.com)
3 points by latentframe 4mo ago|1 comments
39.
by latentframe 4mo ago
An interesting part here is probably manufacturing and not the motor itself : going from a prototype to something you can mass produce reliably is often the hard part
40.
IMF warns inflation risks remain elevated ahead of Fed meeting(reuters.com)
5 points by latentframe 4mo ago|0 comments
41.
by latentframe 4mo ago
All important technologic revolution can turn into an infrastructure revolution => the railroads, electricity etc … so the technology can be a transformation while the capital cycle becomes in excess
42.
by latentframe 4mo ago
The most worrying part isn't the cheating it's that students seem to be skipping the struggle that learning requires, as one professor put it "Confusion is the sweat of learning"
43.
2025 Social Security Trustees Report [pdf](ssa.gov)
3 points by latentframe 4mo ago|0 comments
44.
by latentframe 4mo ago
BYD biggest innovation may be organizational more than technological
45.
The free-money era subsidized your salary, not just startup valuations(eco3min.fr)
4 points by latentframe 4mo ago|0 comments
46.
by latentframe 4mo ago
AI may be the first major technology cycle where access to capital and power and physical infrastructure matters almost as much as the software itself
47.
Demographics may be breaking traditional labor market signals(reuters.com)
3 points by latentframe 4mo ago|0 comments
48.
by latentframe 4mo ago
What to notice is that this wasn't really a startup idea at first but it was someone noticing that commercial wireless keyboards had solved a problem that the DIY ecosystem had not; a number of successful products seem to be from bring
49.
AI Is Starting to Hit Power Grid Limits(nypost.com)
5 points by latentframe 4mo ago|3 comments
50.
by latentframe 4mo ago
AI infras is starting to run into the same land using and energy also as heavy industries : when the datacenters compete for grid capacity water and industrial land at scale the local governments just stop treating them like just advanced s
51.
by latentframe 5mo ago
tokenmaxxing is becoming harder to justify could be a change in the labor market => when capital was free the companies optimized aggressively around retention and internal status spending but high rates + slow growth oblige firms to bac
52.
Software supply-chain attacks are no longer rare events(wired.com)
3 points by latentframe 5mo ago|1 comments
53.
by latentframe 5mo ago
A big amount of user loyalty comes from products that feel finished more than always evolving. Early Kindles felt closer to bookshelves than software platforms
54.
AI may be inflationary before it becomes productive(axios.com)
3 points by latentframe 5mo ago|0 comments
55.
The Fed cut rates by 100 bps in late 2024. Mortgage rates rose anyway(eco3min.fr)
1 points by latentframe 5mo ago|0 comments
56.
by latentframe 5mo ago
Nice to see that human intuition depends on periodicity when structures become unperiodic , classification becomes harder even if the rules under are deterministic
57.
The era of free money may have ended(reuters.com)
26 points by latentframe 5mo ago|3 comments
58.
by latentframe 5mo ago
The market still prices the AI companies like software businesses with some huge margins while the economics are starting to look like cloud or infrastructure with big capex heavy competition and rapidly falling prices.
59.
IEA: AI data center electricity demand could nearly double by 2030(iea.org)
4 points by latentframe 5mo ago|0 comments
60.
by latentframe 5mo ago
A lot of AI aspects probably don’t need to be permanent cloud services as local hardware improves part of the industry may change from renting intelligence to on-device computing.

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