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- "This Situational Awareness blowup is right inline with the Long Term Capital Management blowup on the Netscape/ChatGPT timeline"
"This Situational Awareness blowup is right inline with the Long Term Capital Management blowup on the Netscape/ChatGPT timeline"
DC Lite #651
Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights.
1. Q2 GDP. "US AI investment inched up to another record high in data released this morning, exceeding a $450B/yr pace for the first time. It's now the largest single category of US physical investment, more than single-family homes, factories, power plants, and more".
2. Personal saving rate. The personal saving rate ticked down to 2.7%, a 4-year low.
3. Central banks vs. gold. "Central bank net gold demand picked up significantly in Q2, reaching 289t - a fivefold increase on Q1's revised estimate of 57t and a record high for a second quarter."
4. Situational Awareness vs. Long Term Capital Management. "Crazy how this Situational Awareness blowup is right inline with the Long Term Capital Management blowup on the Netscape/ChatGPT timeline. Gray shading is When Genius Failed..."
5. Hyperscaler cloud growth. "All 3 hyperscalers reported revenue accelerations compared to last quarter."
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