Economic Singularity
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X @Raoul Pal
Raoul Pal· 2025-12-22 02:22
I see so much dabate about "when AGI?? It's never happening! Not with current LLMs!"Zoom out, in 3 years we've gone from a bad machine learning chat bot to a rough IQ of 140+ in every subject known to humanity...Don't midcurve it because you have a bias. It is already smarter than you, you just don't know how to talk to it.AGI? No one cares except the fact that once you announce it it announces that humans are replaced as apex intelligence. No once wants to do that.My definition of AGI (not that you care)? ...
Nvidia Delivered. Why Did the Market Panic Anyway?
Investor Place· 2025-11-22 17:00
Core Insights - Nvidia's earnings report exceeded Wall Street expectations, leading to initial market relief but ultimately resulting in a sell-off, with the S&P 500 down 1.5% and Nvidia down over 3% on the day following the announcement [3][7]. Financial Performance - The blended net profit margin for the S&P 500 for Q3 2025 is reported at 13.1%, the highest in 15 years, surpassing both the previous quarter and year-ago margins [8]. Market Sentiment - Despite Nvidia's strong earnings, the market reaction was negative, indicating a disconnect between excellent earnings and market performance, suggesting that investors felt blindsided [7][8]. Investor Psychology - The market's violent reaction to Nvidia's earnings is attributed to a combination of factors, including increased scrutiny from short sellers and concerns over rising receivables outpacing sales growth [9][10]. AI Industry Outlook - Experts believe AI is entering a new growth phase, termed the Economic Singularity, where AI-driven output and innovation will reshape the economy [11]. Financing Dynamics - The shift from cash financing to debt financing among Big Tech companies introduces risks, as evidenced by Nvidia's rising accounts receivable and the complex financing dynamics within the AI sector [13][14]. Long-term Perspective - Despite current market volatility, maintaining a long-term investment perspective is emphasized, as stocks have historically provided substantial gains over time [20].
X @Raoul Pal
Raoul Pal· 2025-11-06 11:25
As we hurtle towards The Economic Singularity in the next 5 years or so, this is the simple hack to what lies beyond. https://t.co/vo665pxLKf ...
X @Raoul Pal
Raoul Pal· 2025-08-14 12:58
Future Trends & Economic Shifts - The world will change dramatically by 2030, emphasizing the urgency to prepare for future economic landscapes [1] - A retirement crisis is looming, indicating potential challenges in retirement planning and financial security [1] - A deflation shock is anticipated, suggesting a potential decrease in the general price level of goods and services [1] - The rise of AI companions is expected, highlighting the growing role of AI in personal and social interactions [2] Technological Disruption & Opportunities - AI and robots are poised to take over, signaling significant automation and workforce transformation [1] - AI disrupts knowledge work, indicating a shift in the skills and expertise required in the job market [1] - AI agents and crypto are converging, suggesting new opportunities in decentralized and automated systems [1] - AI can build products fast, enabling rapid innovation and potentially leading to the emergence of "1-Person Billionaires" [1] Energy & Resource Transformation - A cheap energy boom is on the horizon, potentially driven by renewables, grids, and nuclear energy [1] - Nuclear energy could provide nearly free power, offering a sustainable and cost-effective energy solution [1]
X @Raoul Pal
Raoul Pal· 2025-08-09 23:25
This is an incredible interview... well worth your time with @StevenBartlett and Mo Gawdat.All part of The Exponential Age and The Economic Singularity.. the interview is easy to follow and deep in implication.https://t.co/3fpES6bAcB ...