Roaring trades: oil majors’ secret success story

Ruchir Sharma analyzes how the AI boom is reshaping global markets and creating a new economic world order

Ruchir Sharma analyzes how the AI boom is reshaping global markets and economies, creating a new world order where AI-driven companies domin

The Efficiency Trap: How to Build a Lasting Cost Advantage with AI (via Passle)

Is the AI investment boom disconnected from global economic reality?

The article examines the disconnect between global economic and geopolitical turmoil and the relentless AI investment boom. Despite rising i

Will the data-centre backlash derail the AI boom?

Singularity of Greed: How the Chatbot Industrial Complex and Elon Musk Jailbroke the Economy

Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?