🇸🇪🌩️🤔 Ekonomidags avsnitt 74 UTE NU! Tema AI: - Uberchaufförer ska träna AI - tecken eller järtecken? - Nvidia investerar i Nokia - vad är "AI-RAN"? - Datacenter i rymden och "batteripass" i EU. Vad är det egentligen som pågår? #ai #nvidia #nokia #sverige https://fountain.fm/episode/oNpxATIC0FYuXm92nm5z

OpenAI lost ~$13 billion in the last quarter, but plans to spend $1400 billion more on "compute". When Sam Altman is asked about this by one of his investors, he becomes defensive and starts attacking short sellers (who aren't even present, and can't be). Is it because things are going so well that OpenAI are seeking guarantees from the US government to more easily finance its enormous projects? And Nvidia seems onboard with this kind of begging (presumably for geopolitical reasons), given the recent statement by NVIDIA CEO Jensen Huang. According to Michael Cembalest at JPMorgan, AI has been responsible for 90% of the growth in S&P 500 capex since ChatGPT was launched. What happens to the US economy if the AI wave starts to falter? The Mag-7 companies comprise almost 40% of the S&P500. The credit risk in Oracle (5y CDS) is already at its highest in a couple of years. Also: isn't it strange that Meta is making AI investments off its balance sheet? I remember how banks and financial institutions thought they were oh-so-clever with SPVs and other off balance sheet shenanigans before the great recession in 2008. However, accounting tricks can only be taken so far. The risk is still there. Apparently Palantir trades with a forward PE ratio of ~240. As always, fun times in the fiat world!

🇸🇪🌩️🤔 Ekonomidags avsnitt 73 UTE NU! - Anställda hos Clas Ohlson får sänkta löner, medan VD:n badar i bonusar - Tokeniseringen av "allting" har börjat, enligt munter BlackRock-VD - Vad är tokenisering? Och varför är Larry Fink så glad?

Ekonomidags • 73. Tokeniseringen av allt (feat. en glad Larry Fink) • Listen on Fountain

#liberalism #blackrock #tokenisering #nft #sverige #tokenization

🇸🇪🦁🇦🇷 Ekonomidags avsnitt 72 UTE NU! Återbesök av Sveriges kanske främste Argentinakännare: - Vad händer i Argentina? - Var är guldet? - Vaknar några lejon? - Och hänger det senaste räddningspaketet ihop med skifferoljan i Vaca Muerta? Lyssna där du brukar! #sverige #podcasts #argentina https://fountain.fm/episode/WiFQ6z03X2QLIWnf15dw

Serious IT problems have once again affected large parts of the internet (Snapchat, WhatsApp, Signal, etc.). Last year it was due to CrowdStrike, this week it was due to Amazon outages. "Wherever something is wrong, something is too big", Leopold Kohr wrote in 1978 - an idea worth revisiting. View article →

Kalmar Bitcoin After Work #16. Let´s celebrate and connect with fellow enthusiasts, experts, and curious minds in discussing the latest advancements in Bitcoin and other freedom-tech! When? Today Where? At Loccos Kalmar - Beer, Tapas and Cocktails!

Meetup

Kalmar Bitcoin After Work #16, Fri, Oct 10, 2025, 5:00 PM | Meetup

\- Bitcoin and Beer and Tapas \- Join our **Bitcoin After Work** Meetup @Loccos Kalmar- Beer, Tapas and Cocktails Let´s celebrate and connect wi...

New short piece out - about the risks of miscategorizing the brain. Ilya Sutskever, co-founder and former chief scientist at OpenAI, said recently that the human brain is nothing but a biological computer. He was completely certain of this. But is that really the case?

A child

Ilya Sutskever, co-founder and former chief scientist at OpenAI, said recently that the human brain is nothing but a biological computer. He was co...

🇸🇪🌩🌦️ Ekonomidags avsnitt 71 UTE NU! - Att finansiera försvaret utanför budgeten - är inte det oerhört märkligt? - Pensionskostnader i Frankrike galopperar - är allt boomer-generationens fel? - Lyssnarfrågor, bland annat kring vår finansiering #sverige #podcasts #frankrike #klimatkris #köttberget https://fountain.fm/episode/XVSxKZZMRWEzHpZqwW7V

“Hi, we heard that you signed a petition against digital ID.”

Sweden's Former Prime Minister Carl Bildt argued in 2013 that surveillance technology does not restrict our rights because it operates so discreetly that citizens remain unaware. I.e. you never complained when we monitored you while you slept, so it's not a problem... However, Chat Control 2 and technologies such as CBDCs & stablecoins are changing this. #eu #freedom #humanrights New piece out! 👇

Chat Control 2: Digitalising the Panopticon

Europe’s assault on free speech has become widespread and far-reaching. But every step toward a surveillance state is a step away from functional...

I need one of these. #disintermediatenow

🇸🇪🌩️🤔 Ekonomidags avsnitt 70 UTE NU! - Avanza Zero ryker när Fondtorgsnämnden hårdsatsar på hållbarhet - Swedbank påstår att "extremvädret" kommer kosta oss i Europa - USA:s finansminister anklagar Fed för att inte begripa vad den gör #sverige #podcasts #ppm #fed #kommunism https://fountain.fm/episode/Ohpkc4ksxYNCgkpgD87y

The current peak in the number of assassinations has exceeded that of the 1960s (from Peter Turchin) Anyway, GM!

Even flags are now fake in fiat world.

GM! The study of money, above all other fields in economics, is one in which complexity is used to disguise truth or to evade truth, not to reveal it - J.K. Galbraith

If the government is able to spend money it does not actually have, why do you need to pay taxes? #australia #money

GM. Here's an illustrated guide to the US gun control debate.

Why does the ECB refer its CBDC as "digital cash", when it has so different properties? > [T]he hypothesis that the Digital Euro is an electronic equivalent of physical Euro cash is rejected. View article →

What’s going on in the UK? Do the brits even know? Is there any crowd-funding going on? #asknostr

🇸🇪🌩️🤔 Ekonomidags avsnitt 68 UTE NU! - Viktiga amerikanska jobbsiffror i fokus! - Trump nöjer sig med att sparka statistikchef (vad tror ni att hade Tigranes den store hade gjort?) - Löser stablecoins USA:s skuldproblem? #bitcoin #ekonomi #sverige #stablecoins https://fountain.fm/episode/kLyUyfT4T2lR2s2aYCwQ