Four Ideas: market trends, AI, M&A, emerging markets
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Four Ideas: Abusive Research, AI Recruitment, Supply Chain Security, Qualcomm-Intel Dynamics
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What If AI Tokens Are Too Cheap to Meter?
Token prices have collapsed. What does it mean?
5 min read
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Four Ideas (Free Preview): AI, Healthcare, CEO Age, etc.
A free preview of the latest Four Ideas daily email
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New paulkedrosky Service: Four Ideas
Introducing Four Ideas, a new way to engineer ideas
3 min read
Kamala Harris, Prediction Markets, and the Limits to Arbitrage
Prediction markets are having a moment, especially in politics. Should we trust them?
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As If, AGI
If enough people act is if LLMs are intelligent, then they are
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California's Reversing Atmospheric Rivers
In winter California is highly dependent on a few atmospheric river events. In summer these rivers reverse, and the reversing rivers are getting larger.
11 min read
Samuel Newman's Concordance, and How "Delve" Changed the World
How the word "delve" is channeling the past to talk to the present, and the future.
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Monetizing Loss Aversion for Fun and Profit
So-called "buffer" ETFs are having a moment, monetizing loss aversion.
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Rawdogging, Revenge Effects, and Technology
Air travel without phones, ear buds, movies, music, or anything else is newly a thing. It may also be an augury of a reversed revenge effect.
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A "Heat Dome" of Immigration
Faced with below-replacement birth rates and aging societies, developed economies are trying a range of experiments, like Canada's unprecedented and unpopular immigration policies.
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