E56: AI Agents are Coming; China’s Internet; Google Wants to Win

"The Riff" with Byrne Hobart and Erik Torenberg

Kandungan disediakan oleh Natalie Toren, Byrne Hobart, and Erik Torenberg. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Natalie Toren, Byrne Hobart, and Erik Torenberg atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

11d ago 1:02:17

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This week, Erik Torenberg and Byrne Hobart discuss AI's economic implications, the rise of passive investing, gambling markets, and Warren Buffett's early investment tactics, examining how technological advancements shape economic metrics, market dynamics, and industry shifts.

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Highlights from the Episode:

AI's economic impact may follow a J-curve pattern - initially deflationary as it reduces costs, but potentially inflationary later through increased monetization and energy consumption
Passive investing's dominance has natural limits, as price discovery requires active trading, suggesting a possible future cyclical pattern between passive and active investing
The gambling industry's evolution may parallel historical vice industries, potentially leading to new social norms and self-regulation before government intervention

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SPONSORS:

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LINKS:

Byrne’s writing: https://thediff.co

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X / TWITTER:

https://twitter.com/ByrneHobart (Byrne)

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69 episod

#Trading #Business News #Business #News #Natalie Toren #Byrne Hobart #Erik Torenberg