Pod: It 'AI'-n't Necessarily So!

The full Monday note can be found at www.blindsquirrelmacro.com

The Monday Note:

It 'AI'-n't Necessarily So!

Show Note Visuals:

Then we have last Thursday’s news that the West’s attempt to keep China out of the advanced semiconductor arena may not be going as well as planned.

Charts and Tables from Pytorch to Atoms and John Huber. 2 great notes on AI data center cost breakdowns and Big Tech capex, respectively.

All charts and images from Leopold Aschenbrenner’s June 2024 paper, Situational Awareness

Remember in March when the obituaries were being written for Alphabet GOOG 0.00%↑ after the botched launch of their ‘woke’ chatbot, Gemini? So does the 🐿️! 😉

“A range extension to new highs” is PROBABLY “messing with a lot of heads”

Squirrel Out!

If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor.