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Plus! Open Source AI; Meme Private Credit; Alpha Generators as an Asset Class; Going Hostile; Defense
5 days ago

More from The Diff

Longreads + Open Thread

Radio, Startups, History, Bally's, Dead Internet, Caesars

5 hours ago 1 votes
Capital-Intensity and Legibility

Plus! AI as Half an Interface; Network Effects and Boycotts; OpenAI and Structure; Strategic Reserves; Meta says Yes to Jevons

yesterday 2 votes
Test-Time Compute Scaling Drives the AI Jevons Paradox

Plus! AI Price Discrimination; Openness; Disclosure; Arbitrage; Meta

2 days ago 3 votes
There is an "AI Factor," and It's Worth Hedging

Plus! Sweeteners; The American Difference; AI Experiments; Media Relations; Sanctions are Hard, Continued

4 days ago 3 votes

More in finance

January 31st COVID Update: COVID in Wastewater Increasing

Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I'm currently using 4 weeks ago for "now", since the most recent three weeks will be revised significantly. Note: "Effective May 1, 2024, hospitals are no longer required to report COVID-19 hospital admissions, hospital capacity, or hospital occupancy data."  So I'm no longer tracking hospitalizations. COVID Metrics  NowWeek AgoGoal Deaths per Week🚩773628≤3501 1my goals to stop weekly posts. 🚩 Increasing number weekly for Deaths. ✅ Goal met. Click on graph for larger image. This graph shows the weekly (columns) number of deaths reported since Jan 2023. Although weekly deaths met the original goal to stop posting, I'm continuing to post now that deaths are above the goal again - and at a minimum, I'll continue to post through the Winter.   Weekly deaths have been increasing, and weekly deaths are well above the low of 313 in early June 2024. And here is a graph I'm following concerning COVID in wastewater as of January 30th: This appears to be a leading indicator for COVID hospitalizations and deaths. Nationally COVID in wastewater is "High" according to the CDC.

22 hours ago 2 votes
Longreads + Open Thread

Radio, Startups, History, Bally's, Dead Internet, Caesars

5 hours ago 1 votes
Real Estate Newsletter Articles this Week: New Home Sales Increase to 698,000 Annual Rate in December

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. New Home Sales Increase to 698,000 Annual Rate in December Case-Shiller: National House Price Index Up 3.8% year-over-year in November Inflation Adjusted House Prices 1.1% Below 2022 Peak Freddie Mac House Price Index Increased in December; Up 4.0% Year-over-year Final Look at Local Housing Markets in December and a Look Ahead to January Sales

3 hours ago 1 votes
OpenAI Launches o3-mini: A Faster, More Affordable AI Reasoning Model

OpenAI has just unveiled o3-mini, the latest addition to its "reasoning" model family.

yesterday 1 votes
Initial Q1 GDP Tracking: Mid-to-high 2% Range

From Goldman: We launched our Q1 GDP tracking estimate at +2.6% (quarter-over-quarter annualized) and our Q1 domestic final sales estimate at +2.3%. We launched our past-quarter GDP tracking estimate at +2.3%, in line with the advance reading. [Jan 31st estimate] emphasis added And from the Atlanta Fed: GDPNow The initial GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is 2.9 percent on January 31. The initial estimate of last quarter's real GDP growth rate released by the US Bureau of Economic Analysis on January 30 was 2.3 percent, the same as the final GDPNow model nowcast after rounding. [Jan 31st estimate]

yesterday 2 votes