It seems as though AI has entered almost every conversation we have had recently. Everyone is talking about it, the tradeoff between safety and capacity, whose job it will take first, what it means for All-of-This.

And I am not qualified to opine at length about anything of those things!

So I’ll include some links and just some summaries of general thoughts I’ve been hearing as I lurk around, specifically focusing on how they connect with financial markets. I want to specifically focus on the interconnection of markets through -

00:00 - Intro
03:04 - Globalization
07:45 - Jobs
09:18 - Commodities
10:13 - Dollar

Full article: https://kyla.substack.com/p/ai-cant-p...

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