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  1. The ‘extreme and improbable’ economics of Citrini’s AI report

    12 hours ago · Finally, Guha argues that even if Citrini’s scenario of swift and massive unemployment, wealth destruction and financial stress were to materialise, the report completely ignores the fact that ...

  2. An Evercore ISI economist criticizes Citrini's AI report ...

    11 hours ago · An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise — Most of the sell-side has remained …

  3. Citrini's Substack Post Sent the Market Into a Panic - DTNS 5212

    1 day ago · Citrini Research issued a report Monday that described a “worst-case” scenario of successful LLMs pushing white collar workers out of jobs. WSJ wrote, “Concerns of hyperscalers …

  4. He spotted weight-loss drugs and AI before they became hot ...

    He spotted the opportunity to invest in weight-loss drugs in 2023 before they exploded in 2024, and was an early AI mover, which he spied as a game changer in late 2022, early 2023. It’s all...

  5. TMTB Morning Wrap - TMT Breakout

    1 day ago · DASH: Stratechery defends in his rebuttal of the Citrini piece This view — both in the Citrini Article and from the anti-monopolists — is grounded in a fundamental lack of belief in dynamism, …

  6. CFTC Chairman Selig Announces Senior Staff Appointments

    1 day ago · A viral report by Citrini Research tapped into a new strain of fears about AI, painting a dark portrait of a future in which technological change inspires a race to the bottom in white-collar …

  7. Annual Review: AI Thematic Highlights | Citrini Research

    Jun 3, 2024 · So, this week, I’ll be highlighting a couple specific & shorter aspects of the report I felt was important each day. First up is our single stock takeaways from the AI section. This includes: Our …