AI Bubble?
Where are we in the AI bubble?
Lots of capital are pouring into AI right now - not only from data centres, to semiconductors, to the app layer. One by one, capital is flowing down this chain quickly. Will the money stop flowing? It is contributing to GDP figures massively. But how do we know when the music stops? What macro factors can we consider?
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The bifurcated economy - how would a retail investor and a human being navigate AI?
In the age of artificial intelligence, economic growth and opportunity are increasingly concentrated among those with access to advanced technology and data, giving rise to what some call a "bifurcated economy." This essay explores how the divide between AI-powered and traditional sectors shapes the lives and strategies of ordinary people, particularly retail investors and working individuals. Far from dystopian or utopian extremes, the realities of the new AI-driven age demand a nuanced examination of both risk and possibility, and honest reflection on how humans can adapt, invest, and thrive in a world shaped by algorithms.
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