Syz the moment

Can't wait for The Big Short 2 Source: Wall Street Memes on X

At the APEC CEO Summit in South Korea, Jensen Huang painted a powerful picture of what’s happening in AI right now — and why growth might only accelerate from here. He explained it simply: “The AIs get better. More people use it. More people use it — it makes more profit. More profit creates more factories. More factories create better AIs. And the cycle repeats.” That’s the AI virtuous cycle — a self-reinforcing loop driving innovation, usage, and investment at record speed. 💡 The result? Smarter models → More adoption → Bigger profits → Massive infrastructure buildouts → Even smarter models. It’s not just hype, it’s momentum. Big Tech is pouring billions into AI infrastructure, fueling this cycle and redefining how fast industries evolve. Source: CNBC

Source: Voronoi app by Visual Capitalist

Source: Trend Spider

The low-fire, low-hire labor market could become a "high firing - no hiring" when the next recession will arise Source chart: Antonio Linares @alc2022

Companies that have adopted AI aren't hiring fewer senior employees, but they have cut back on hiring juniors ones. Source: Crémieux @cremieuxrecueil on X

“Project Mercury,” is a secret effort to train AI models to automate junior bankers’ grunt work. Participants are paid $150/hour to build financial models and write prompts for tasks like IPOs and restructurings, with the goal of teaching AI to replicate analysts’ workflows. Contractors submit one model per week and receive feedback before integration into OpenAI’s systems. Source: Wall St Engine @wallstengine

Source: Panagiotis Kriaris