Economic Outlook - The Internet sector, encompassing AI, robotics, and drones, shows positive growth and collaboration [1] - Much of the non-Internet US economy is struggling, becoming reliant on Federal Reserve monetary policy and government support [1] Post-2008 Financial Crisis Impact - Many non-Internet companies have become "zombies" due to dependence on Fed printing and state intervention [1]

The deep point is: the Internet is not the same as America.Every graph shows that the Internet is economically competitive. But America minus the Internet is not.Holger Zschaepitz (@Schuldensuehner):OUCH! The S&P 493 – that’s the S&P 500 excl “Magnificent 7” – is expected to deliver just 2-3% net income growth in Q2, Q3, and Q4. That’s slower than inflation, meaning most of the market is barely growing in real terms. Measured against this, US equities are quite expensive! https://t.co/aoyWzRI2LN ...

@eastdakota What are your thoughts?If users couldn't delegate their actions to AI agents, and all agent traffic was forbidden by robots.txt, then agents wouldn't be able to log in on behalf of users & perform actions.Perhaps robots.txt should get a new section for AI agents. ...

AI Agent & Web Traffic - Perplexity argues that AI agents are extensions of human users and should not be treated as bots when making HTTP requests [1] - Perplexity's requests are functionally made at the user's direction [1] Cloudflare & Bot Detection - The document references a rebuttal to Cloudflare regarding the treatment of AI agent traffic [1]

RT Jim O'Shaughnessy (@jposhaughnessy)"AI is amplified intelligence, not artificial intelligence...That just means the smarter you are, the smarter the AI is."~@balajis ...

If you’re interested in startup societies, come here in October.Balaji (@balajis):Come to Singapore on October 3.https://t.co/W0MbLJpKgp https://t.co/wfmbTY17OY ...

RT David Sacks (@DavidSacks)Why the AI job loss narrative is overhyped: AI models still need to be prompted and verified, often iteratively, to drive business value. As @balajis says, AI is middle-to-middle, not end-to-end. Humans do the stuff at the ends (supervision); AI does the stuff in the middle. ...

I have good news.Yes, the land is moving in an illiberal direction. It’s disorderly anarcho-nationalism and anarcho-communism in America. And disturbingly ordered nationalist communism in China.Businessmen are now randomly murdered in the USA and randomly expropriated in the PRC. All manner of hatred bursts forth every day on social media — against whites, nonwhites, men, women, the young, the old, and everyone in between. And the values of peace, trade, and win/win cooperation that built the modern world s ...

Ten thoughts on AI.https://t.co/qcjPZiOenj https://t.co/Rv0xn8rPAS ...

Market Trends & Regulatory Landscape - The report suggests that traditional US capital markets are declining in favor of Internet capital markets and crypto exchanges [2] - Regulatory interference is seen as detrimental to capitalist transactions, leading to less M&A activity, more complex deal structures, and increased political maneuvering [3][4] - The author argues that regulations strengthen large corporations (bigcos) by creating barriers to entry and acquisition for startups [5] Investment & Exit Strategies - Big companies (bigcos) are putting less profit into exits, resulting in less money available for tech startups [4] - The author believes that the goal of some regulators is to hinder technological advancement [5] - The VC model relies on a few successful companies to offset the failures of many blocked acquisitions [6] IPO & Crypto Markets - The author anticipates a shift towards easier IPOs via crypto, with companies listing on Internet capital markets instead of traditional exchanges like NYSE/NASDAQ [1] - The rise of Internet coins is correlated with the decline in the number of US public companies [2] M&A Dynamics - Big companies (bigcos) reduce M&A activity due to the need to budget for regulatory challenges [3] - Big companies (bigcos) are forced into complex deal structures [3] - Big companies (bigcos) prefer to fight startups rather than acquire them, often resorting to political tactics [3][4]